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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
551
$3K ﹤0.01%
18
+2
552
$3K ﹤0.01%
425
553
$3K ﹤0.01%
48
554
$3K ﹤0.01%
42
-12
555
$3K ﹤0.01%
21
+12
556
$3K ﹤0.01%
+328
557
$3K ﹤0.01%
30
558
$3K ﹤0.01%
+33
559
$3K ﹤0.01%
18
+5
560
$3K ﹤0.01%
58
561
$3K ﹤0.01%
92
562
$3K ﹤0.01%
35
+3
563
$3K ﹤0.01%
89
-4
564
$3K ﹤0.01%
120
-223
565
$2K ﹤0.01%
82
566
$2K ﹤0.01%
35
+16
567
$2K ﹤0.01%
18
+2
568
$2K ﹤0.01%
26
569
$2K ﹤0.01%
11
570
$2K ﹤0.01%
15
571
$2K ﹤0.01%
64
+13
572
$2K ﹤0.01%
39
+30
573
$2K ﹤0.01%
52
+3
574
$2K ﹤0.01%
9
+2
575
$2K ﹤0.01%
22
-9
21 22
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