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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
251
$24K 0.01%
89
+1
252
$24K 0.01%
172
253
$24K 0.01%
253
+6
254
$24K 0.01%
684
+297
255
$24K 0.01%
623
-59
256
$24K 0.01%
85
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257
$24K 0.01%
371
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258
$24K 0.01%
235
-10
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$24K 0.01%
233
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$24K 0.01%
328
+1
261
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546
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$24K 0.01%
147
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263
$24K 0.01%
293
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264
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109
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$23K 0.01%
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267
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430
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268
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967
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270
$23K 0.01%
131
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271
$22K 0.01%
117
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272
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325
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273
$22K 0.01%
46
274
$22K 0.01%
195
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275
$21K 0.01%
138
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