OAJ

Ogorek Anthony Joseph Portfolio holdings

AUM $350M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$6.76M
3
+$5.59M
4
FAPR icon
FT Vest US Equity Buffer ETF April
FAPR
+$3.93M
5
DAPR icon
FT Vest US Equity Deep Buffer ETF April
DAPR
+$3.67M

Top Sells

1
+$7.45M
2
+$5.3M
3
+$3.91M
4
DFEB icon
FT Vest US Equity Deep Buffer ETF February
DFEB
+$3.6M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.06M

Sector Composition

1 Healthcare 6.45%
2 Industrials 5.04%
3 Technology 4.95%
4 Financials 2.81%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$44K 0.02%
5,084
77
$40K 0.02%
841
-70
78
$40K 0.02%
269
79
$40K 0.02%
504
80
$39K 0.02%
241
81
$39K 0.02%
425
82
$38K 0.02%
254
83
$38K 0.02%
600
84
$37K 0.02%
141
85
$37K 0.02%
450
86
$36K 0.02%
2,395
87
$35K 0.02%
525
88
$34K 0.01%
68
89
$34K 0.01%
164
90
$33K 0.01%
288
91
$32K 0.01%
517
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92
$32K 0.01%
684
93
$29K 0.01%
109
94
$28K 0.01%
504
95
$27K 0.01%
107
96
$27K 0.01%
375
97
$26K 0.01%
384
98
$26K 0.01%
65
99
$26K 0.01%
107
100
$25K 0.01%
77
2 3
4
5 6