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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
451
$7K ﹤0.01%
52
452
$7K ﹤0.01%
104
+23
453
$7K ﹤0.01%
118
-535
454
$7K ﹤0.01%
22
+1
455
$6K ﹤0.01%
+52
456
$6K ﹤0.01%
52
+32
457
$6K ﹤0.01%
50
458
$6K ﹤0.01%
33
459
$6K ﹤0.01%
289
460
$6K ﹤0.01%
231
461
$6K ﹤0.01%
341
-94
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$6K ﹤0.01%
99
+4
463
$6K ﹤0.01%
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-25
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$6K ﹤0.01%
101
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$6K ﹤0.01%
79
+26
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$6K ﹤0.01%
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$6K ﹤0.01%
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468
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$6K ﹤0.01%
9
+1
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$6K ﹤0.01%
25
471
$6K ﹤0.01%
98
472
$6K ﹤0.01%
38
+1
473
$6K ﹤0.01%
86
-15
474
$6K ﹤0.01%
+81
475
$6K ﹤0.01%
100
17 18
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