We are live on ! Find out more
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
51
$475K 0.14%
5,953
+124
52
$448K 0.13%
1,939
+344
53
$437K 0.13%
10,736
54
$423K 0.12%
4,209
-6
55
$419K 0.12%
570
-3
56
$409K 0.12%
17,602
+10,007
57
$386K 0.11%
2,884
+491
58
$325K 0.09%
2,306
+1,720
59
$316K 0.09%
6,813
+640
60
$311K 0.09%
2,711
61
$298K 0.09%
1,573
-243
62
$283K 0.08%
+3,040
63
$270K 0.08%
2,715
64
$250K 0.07%
5,715
65
$248K 0.07%
1,342
+77
66
$247K 0.07%
267
-4
67
$242K 0.07%
3,212
+3
68
$235K 0.07%
392
69
$224K 0.06%
6,532
-1
70
$222K 0.06%
790
-25
71
$222K 0.06%
333
-22
72
$219K 0.06%
5,220
-4,895
73
$212K 0.06%
7,774
+5,584
74
$208K 0.06%
611
-25
75
$207K 0.06%
1,755
+5
1 2
3
4 5