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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
526
$4K ﹤0.01%
59
+14
527
$4K ﹤0.01%
47
+2
528
$4K ﹤0.01%
90
529
$4K ﹤0.01%
42
+2
530
$4K ﹤0.01%
20
531
$4K ﹤0.01%
41
532
$4K ﹤0.01%
57
533
$3K ﹤0.01%
+31
534
$3K ﹤0.01%
5
+1
535
$3K ﹤0.01%
22
+19
536
$3K ﹤0.01%
111
537
$3K ﹤0.01%
48
538
$3K ﹤0.01%
27
+24
539
$3K ﹤0.01%
49
540
$3K ﹤0.01%
20
541
$3K ﹤0.01%
40
542
$3K ﹤0.01%
97
543
$3K ﹤0.01%
10
-25
544
$3K ﹤0.01%
10
545
$3K ﹤0.01%
40
+28
546
$3K ﹤0.01%
14
547
$3K ﹤0.01%
73
+3
548
$3K ﹤0.01%
8
+1
549
$3K ﹤0.01%
32
+25
550
$3K ﹤0.01%
11
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