OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $364M
1-Year Est. Return 17.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.98%
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

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
XYZ
476
Block Inc
XYZ
$42.8B
$6K ﹤0.01%
84
+4
AAP icon
477
Advance Auto Parts
AAP
$3.56B
$5K ﹤0.01%
+90
ABNB icon
478
Airbnb
ABNB
$84.2B
$5K ﹤0.01%
44
+2
ALLY icon
479
Ally Financial
ALLY
$13.3B
$5K ﹤0.01%
129
AMCR icon
480
Amcor
AMCR
$17.4B
$5K ﹤0.01%
129
-44
AN icon
481
AutoNation
AN
$7.21B
$5K ﹤0.01%
23
APP icon
482
Applovin
APP
$155B
$5K ﹤0.01%
7
ARE icon
483
Alexandria Real Estate Equities
ARE
$7.21B
$5K ﹤0.01%
67
+4
BAX icon
484
Baxter International
BAX
$8.88B
$5K ﹤0.01%
224
-55
BG icon
485
Bunge Global
BG
$24.2B
$5K ﹤0.01%
67
CBRE icon
486
CBRE Group
CBRE
$41.5B
$5K ﹤0.01%
34
+2
CDW icon
487
CDW
CDW
$17.4B
$5K ﹤0.01%
36
CHRW icon
488
C.H. Robinson
CHRW
$20.9B
$5K ﹤0.01%
41
+20
EXPD icon
489
Expeditors International
EXPD
$19.6B
$5K ﹤0.01%
41
HUBS icon
490
HubSpot
HUBS
$12.3B
$5K ﹤0.01%
12
KDP icon
491
Keurig Dr Pepper
KDP
$39.6B
$5K ﹤0.01%
232
-8
LEA icon
492
Lear
LEA
$6.7B
$5K ﹤0.01%
51
MKL icon
493
Markel Group
MKL
$22.3B
$5K ﹤0.01%
3
NDAQ icon
494
Nasdaq
NDAQ
$51.6B
$5K ﹤0.01%
57
-59
NRG icon
495
NRG Energy
NRG
$32.6B
$5K ﹤0.01%
34
+1
ON icon
496
ON Semiconductor
ON
$40.5B
$5K ﹤0.01%
116
PVH icon
497
PVH
PVH
$4.2B
$5K ﹤0.01%
64
SIRI icon
498
SiriusXM
SIRI
$9.16B
$5K ﹤0.01%
221
+46
SPG icon
499
Simon Property Group
SPG
$65.8B
$5K ﹤0.01%
30
+2
STZ icon
500
Constellation Brands
STZ
$26.3B
$5K ﹤0.01%
42
+13