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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
626
$1K ﹤0.01%
4
-1
627
$1K ﹤0.01%
18
628
$1K ﹤0.01%
33
629
$1K ﹤0.01%
11
630
$1K ﹤0.01%
22
631
$1K ﹤0.01%
48
632
$1K ﹤0.01%
59
+3
633
$1K ﹤0.01%
24
634
$1K ﹤0.01%
24
635
$1K ﹤0.01%
10
636
$1K ﹤0.01%
12
637
$1K ﹤0.01%
108
+65
638
$0 ﹤0.01%
2
639
$0 ﹤0.01%
96
640
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0
641
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-8
642
– –
-103
643
– –
0
644
$0 ﹤0.01%
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645
$0 ﹤0.01%
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$0 ﹤0.01%
2
647
$0 ﹤0.01%
+1
648
$0 ﹤0.01%
+5
649
$0 ﹤0.01%
+2
650
– –
-66
24 25
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27 28