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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
$230M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$6.63M
3
+$5.55M
4
FAPR icon
FT Vest US Equity Buffer ETF April
FAPR
+$3.91M
5
DAPR icon
FT Vest US Equity Deep Buffer ETF April
DAPR
+$3.67M

Top Sells

1
+$7.37M
2
+$5.34M
3
+$3.87M
4
DFEB icon
FT Vest US Equity Deep Buffer ETF February
DFEB
+$3.61M
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
101
$25K 0.01%
72
102
$24K 0.01%
142
103
$24K 0.01%
298
104
$24K 0.01%
1,058
-10
105
$23K 0.01%
313
106
$23K 0.01%
301
107
$23K 0.01%
200
108
$23K 0.01%
94
109
$23K 0.01%
440
110
$23K 0.01%
84
111
$23K 0.01%
235
112
$23K 0.01%
98
113
$21K 0.01%
800
114
$21K 0.01%
152
115
$20K 0.01%
109
116
$20K 0.01%
99
117
$20K 0.01%
37
118
$20K 0.01%
152
119
$20K 0.01%
319
120
$20K 0.01%
86
121
$20K 0.01%
180
122
$20K 0.01%
127
123
$19K 0.01%
240
124
$19K 0.01%
200
125
$19K 0.01%
328
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5
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