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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
76
$184K 0.05%
7,992
-258
77
$172K 0.05%
425
-42
78
$166K 0.05%
995
+16
79
$163K 0.05%
3,171
-151
80
$163K 0.05%
6,207
+1
81
$162K 0.05%
4,835
+518
82
$155K 0.04%
550
-101
83
$155K 0.04%
3,529
+20
84
$153K 0.04%
2,805
85
$150K 0.04%
610
+2
86
$150K 0.04%
945
+9
87
$149K 0.04%
1,568
+168
88
$148K 0.04%
2,168
-70
89
$148K 0.04%
591
-2
90
$148K 0.04%
967
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91
$143K 0.04%
471
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92
$136K 0.04%
1,211
+108
93
$131K 0.04%
2,649
+17
94
$131K 0.04%
1,293
-98
95
$130K 0.04%
1,558
-59
96
$127K 0.04%
818
+462
97
$126K 0.04%
871
+16
98
$122K 0.03%
+2,650
99
$121K 0.03%
412
100
$120K 0.03%
272
+18
2 3
4
5 6