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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
401
$10K ﹤0.01%
325
-304
402
$10K ﹤0.01%
56
-81
403
$10K ﹤0.01%
45
-4
404
$9K ﹤0.01%
157
-58
405
$9K ﹤0.01%
35
-6
406
$9K ﹤0.01%
875
407
$9K ﹤0.01%
116
408
$9K ﹤0.01%
185
409
$9K ﹤0.01%
75
+56
410
$9K ﹤0.01%
111
411
$9K ﹤0.01%
103
+70
412
$9K ﹤0.01%
103
+4
413
$9K ﹤0.01%
39
+9
414
$9K ﹤0.01%
293
415
$9K ﹤0.01%
85
416
$9K ﹤0.01%
214
+2
417
$8K ﹤0.01%
148
418
$8K ﹤0.01%
106
+31
419
$8K ﹤0.01%
22
420
$8K ﹤0.01%
163
421
$8K ﹤0.01%
54
422
$8K ﹤0.01%
51
423
$8K ﹤0.01%
40
+1
424
$8K ﹤0.01%
115
+3
425
$8K ﹤0.01%
39
15 16
17
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