We are live on ! Find out more
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
101
$116K 0.03%
2,105
-555
102
$116K 0.03%
1,740
-4
103
$115K 0.03%
583
+225
104
$110K 0.03%
391
-13
105
$108K 0.03%
113
106
$105K 0.03%
709
107
$103K 0.03%
1,932
108
$102K 0.03%
433
+11
109
$98K 0.03%
378
+1
110
$97K 0.03%
122
111
$97K 0.03%
1,292
-30
112
$95K 0.03%
1,132
113
$94K 0.03%
824
-31
114
$94K 0.03%
717
+52
115
$94K 0.03%
491
+31
116
$93K 0.03%
164
-61
117
$92K 0.03%
2,490
+5
118
$92K 0.03%
195
+2
119
$89K 0.03%
976
+6
120
$87K 0.02%
292
+1
121
$86K 0.02%
315
+1
122
$86K 0.02%
1,032
+183
123
$82K 0.02%
1,034
124
$82K 0.02%
484
+40
125
$81K 0.02%
385
-54
3 4
5
6 7