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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
301
$18K 0.01%
200
302
$18K 0.01%
65
303
$18K 0.01%
+325
304
$18K 0.01%
140
+2
305
$18K 0.01%
689
+179
306
$18K 0.01%
719
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307
$18K 0.01%
156
308
$18K 0.01%
93
-6
309
$18K 0.01%
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310
$18K 0.01%
169
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$17K ﹤0.01%
93
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312
$17K ﹤0.01%
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313
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314
$17K ﹤0.01%
323
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315
$17K ﹤0.01%
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$17K ﹤0.01%
210
317
$17K ﹤0.01%
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$17K ﹤0.01%
232
320
$17K ﹤0.01%
1,778
321
$16K ﹤0.01%
80
322
$16K ﹤0.01%
34
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323
$16K ﹤0.01%
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+1
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$16K ﹤0.01%
225
325
$16K ﹤0.01%
249
-101
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