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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
351
$13K ﹤0.01%
33
+1
352
$13K ﹤0.01%
182
353
$13K ﹤0.01%
27
+1
354
$13K ﹤0.01%
313
355
$13K ﹤0.01%
431
-358
356
$13K ﹤0.01%
377
+33
357
$13K ﹤0.01%
35
+2
358
$13K ﹤0.01%
355
+25
359
$13K ﹤0.01%
138
+28
360
$12K ﹤0.01%
85
+5
361
$12K ﹤0.01%
220
362
$12K ﹤0.01%
387
+184
363
$12K ﹤0.01%
270
-74
364
$12K ﹤0.01%
60
365
$12K ﹤0.01%
348
366
$12K ﹤0.01%
140
+1
367
$12K ﹤0.01%
700
368
$12K ﹤0.01%
461
-54
369
$12K ﹤0.01%
69
370
$12K ﹤0.01%
113
+40
371
$12K ﹤0.01%
113
-20
372
$12K ﹤0.01%
64
373
$12K ﹤0.01%
618
+32
374
$11K ﹤0.01%
152
375
$11K ﹤0.01%
67
+2
13 14
15
16 17