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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
426
$8K ﹤0.01%
63
427
$8K ﹤0.01%
21
428
$8K ﹤0.01%
44
+28
429
$8K ﹤0.01%
274
430
$8K ﹤0.01%
126
+4
431
$8K ﹤0.01%
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+10
432
$8K ﹤0.01%
108
433
$8K ﹤0.01%
98
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434
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+5
435
$7K ﹤0.01%
33
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$7K ﹤0.01%
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437
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10
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35
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$7K ﹤0.01%
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75
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446
$7K ﹤0.01%
75
-100
447
$7K ﹤0.01%
53
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448
$7K ﹤0.01%
27
+3
449
$7K ﹤0.01%
22
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450
$7K ﹤0.01%
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-117
16 17
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19 20