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
101
$25K 0.01%
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$24K 0.01%
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298
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$24K 0.01%
1,058
-10
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200
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84
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235
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152
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$21K 0.01%
800
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$20K 0.01%
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152
119
$20K 0.01%
319
120
$20K 0.01%
86
121
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$19K 0.01%
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$19K 0.01%
200
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