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OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $365M
1-Year Est. Return 18.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.02M
3
+$825K
4
YJUN icon
FT Vest International Equity Buffer ETF June
YJUN
+$679K
5
JPM icon
JPMorgan Chase
JPM
+$306K

Top Sells

1
+$482K
2
+$370K
3
+$202K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$151K
5
DOCT
FT Vest US Equity Deep Buffer ETF October
DOCT
+$150K

Sector Composition

1 Technology 6.56%
2 Healthcare 6.28%
3 Financials 3.38%
4 Industrials 2.25%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28K 0.01%
565
+158
227
$28K 0.01%
145
+2
228
$28K 0.01%
429
-216
229
$28K 0.01%
131
230
$28K 0.01%
1,429
+148
231
$28K 0.01%
142
-20
232
$28K 0.01%
41
233
$28K 0.01%
279
+3
234
$27K 0.01%
+553
235
$27K 0.01%
375
236
$27K 0.01%
2,280
-2,601
237
$27K 0.01%
35
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238
$27K 0.01%
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239
$27K 0.01%
112
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240
$27K 0.01%
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241
$27K 0.01%
560
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242
$27K 0.01%
70
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243
$26K 0.01%
55
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244
$25K 0.01%
770
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245
$25K 0.01%
357
246
$25K 0.01%
99
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247
$25K 0.01%
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248
$25K 0.01%
91
+20
249
$25K 0.01%
354
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250
$25K 0.01%
184
+1
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