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
126
$18K 0.01%
41
127
$18K 0.01%
400
128
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165
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$18K 0.01%
302
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$17K 0.01%
268
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$17K 0.01%
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$16K 0.01%
490
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$16K 0.01%
488
+72
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$16K 0.01%
63
135
$15K 0.01%
750
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$14K 0.01%
227
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$14K 0.01%
414
138
$13K 0.01%
373
139
$13K 0.01%
131
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$13K 0.01%
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393
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50
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52
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$12K 0.01%
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$12K 0.01%
423
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$12K 0.01%
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$12K 0.01%
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-399
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$11K ﹤0.01%
164
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$11K ﹤0.01%
400
150
$11K ﹤0.01%
34
4 5
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7 8