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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
476
$6K ﹤0.01%
84
+4
477
$5K ﹤0.01%
+90
478
$5K ﹤0.01%
44
+2
479
$5K ﹤0.01%
129
480
$5K ﹤0.01%
129
-44
481
$5K ﹤0.01%
23
482
$5K ﹤0.01%
7
483
$5K ﹤0.01%
67
+4
484
$5K ﹤0.01%
108
+17
485
$5K ﹤0.01%
224
-55
486
$5K ﹤0.01%
67
487
$5K ﹤0.01%
34
+2
488
$5K ﹤0.01%
41
+20
489
$5K ﹤0.01%
91
490
$5K ﹤0.01%
41
491
$5K ﹤0.01%
12
492
$5K ﹤0.01%
232
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493
$5K ﹤0.01%
51
494
$5K ﹤0.01%
3
495
$5K ﹤0.01%
57
-59
496
$5K ﹤0.01%
34
+1
497
$5K ﹤0.01%
116
498
$5K ﹤0.01%
64
499
$5K ﹤0.01%
221
+46
500
$5K ﹤0.01%
30
+2
18 19
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