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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
26
$2.3M 0.66%
9,441
+2
27
$2.28M 0.65%
10,388
+85
28
$2.11M 0.6%
47,563
-273
29
$2.02M 0.58%
3,905
-134
30
$1.9M 0.54%
86,266
31
$1.89M 0.54%
107,839
-6,804
32
$1.81M 0.52%
46,906
-979
33
$1.81M 0.52%
13,138
-272
34
$1.75M 0.5%
8,576
+3
35
$1.56M 0.45%
19,620
+13,031
36
$1.53M 0.44%
30,186
-74
37
$1.51M 0.43%
2
38
$1.18M 0.34%
4,014
+17
39
$1.17M 0.33%
23,280
-139
40
$1.13M 0.32%
6,067
+120
41
$1.03M 0.3%
8,637
+382
42
$900K 0.26%
28,207
-778
43
$859K 0.25%
2,725
+1,030
44
$705K 0.2%
11,750
-334
45
$689K 0.2%
+27,485
46
$679K 0.19%
5,487
+7
47
$662K 0.19%
6,432
+2,651
48
$516K 0.15%
9,764
49
$499K 0.14%
10,741
-66
50
$476K 0.14%
18,007
+168
1
2
3 4 5