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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
576
$2K ﹤0.01%
16
-16
577
$2K ﹤0.01%
320
-433
578
$2K ﹤0.01%
17
579
$2K ﹤0.01%
72
580
$2K ﹤0.01%
18
581
$2K ﹤0.01%
19
582
$2K ﹤0.01%
1
583
$2K ﹤0.01%
183
-72
584
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93
585
$2K ﹤0.01%
36
586
$2K ﹤0.01%
10
587
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31
588
$2K ﹤0.01%
10
-4
589
$2K ﹤0.01%
66
590
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49
-187
591
$2K ﹤0.01%
+18
592
$2K ﹤0.01%
+270
593
$2K ﹤0.01%
20
594
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33
595
$2K ﹤0.01%
27
+2
596
$2K ﹤0.01%
59
+29
597
$2K ﹤0.01%
7
-2
598
$1K ﹤0.01%
12
+2
599
$1K ﹤0.01%
3
600
$1K ﹤0.01%
9
22 23
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25 26