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
126
$80K 0.02%
473
-112
127
$79K 0.02%
+200
128
$78K 0.02%
839
129
$77K 0.02%
234
+3
130
$76K 0.02%
563
+51
131
$76K 0.02%
+550
132
$73K 0.02%
371
+22
133
$72K 0.02%
375
+3
134
$71K 0.02%
1,264
+4
135
$69K 0.02%
493
+61
136
$68K 0.02%
1,124
+107
137
$68K 0.02%
1,048
-12
138
$68K 0.02%
2,395
139
$67K 0.02%
209
+23
140
$67K 0.02%
405
+12
141
$67K 0.02%
266
-8
142
$66K 0.02%
256
+16
143
$66K 0.02%
178
+1
144
$66K 0.02%
193
+78
145
$64K 0.02%
868
-24
146
$64K 0.02%
2,289
+33
147
$62K 0.02%
400
+3
148
$62K 0.02%
425
149
$62K 0.02%
94
150
$61K 0.02%
248
+26
4 5
6
7 8