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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
501
$5K ﹤0.01%
42
+13
502
$5K ﹤0.01%
106
+1
503
$5K ﹤0.01%
10
504
$5K ﹤0.01%
36
505
$4K ﹤0.01%
+258
506
$4K ﹤0.01%
39
-19
507
$4K ﹤0.01%
390
+83
508
$4K ﹤0.01%
95
509
$4K ﹤0.01%
137
510
$4K ﹤0.01%
14
511
$4K ﹤0.01%
45
512
$4K ﹤0.01%
29
+1
513
$4K ﹤0.01%
58
514
$4K ﹤0.01%
72
+18
515
$4K ﹤0.01%
68
516
$4K ﹤0.01%
67
517
$4K ﹤0.01%
+68
518
$4K ﹤0.01%
45
+8
519
$4K ﹤0.01%
57
+4
520
$4K ﹤0.01%
142
+36
521
$4K ﹤0.01%
+686
522
$4K ﹤0.01%
53
-36
523
$4K ﹤0.01%
19
524
$4K ﹤0.01%
38
525
$4K ﹤0.01%
116
-31
19 20
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