OAJ
Ogorek Anthony Joseph Portfolio holdings
AUM
$364M
1-Year Est. Return
17.98%
This Fund
S&P 500
1 Year Est. Return
+17.98%
AUM
$364M
AUM Growth
+$13.9M
(+4%)
Holding
737
Top Buys
| 1 | +$10.7M | |
| 2 | +$3.71M | |
| 3 | +$1.74M | |
| 4 |
FT Vest US Equity Deep Buffer ETF November
DNOV
|
+$632K |
| 5 |
FT Vest US Equity Deep Buffer ETF December
DDEC
|
+$395K |
Top Sells
| 1 | +$2.62M | |
| 2 | +$2.35M | |
| 3 | +$1.64M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.39M |
| 5 |
FT Vest International Equity Moderate Buffer ETF March
YMAR
|
+$1.31M |
Sector Composition
| 1 | Healthcare | 7.02% |
| 2 | Technology | 6.16% |
| 3 | Financials | 3.14% |
| 4 | Industrials | 2.43% |
| 5 | Communication Services | 1.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
726
U-Haul Holding Co
UHAL
$9.74B
| $0 | ﹤0.01% |
10
|
|
||
727
Veeva Systems
VEEV
$30B
| $0 | ﹤0.01% |
3
|
|
||
728
Veralto
VLTO
$24B
| – | – |
-85
|
|
||
729
Vanguard Real Estate ETF
VNQ
$36.7B
| – | – |
0
|
|
||
730
West Pharmaceutical
WST
$18B
| – | – |
-140
|
|