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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
$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
151
$61K 0.02%
196
-3
152
$61K 0.02%
510
+20
153
$60K 0.02%
547
+6
154
$60K 0.02%
197
+1
155
$60K 0.02%
310
-16
156
$59K 0.02%
105
+12
157
$56K 0.02%
126
-5
158
$55K 0.02%
636
+3
159
$54K 0.02%
667
+6
160
$54K 0.02%
196
+1
161
$53K 0.02%
113
+1
162
$51K 0.01%
178
-7
163
$51K 0.01%
400
164
$50K 0.01%
180
165
$49K 0.01%
159
+1
166
$49K 0.01%
1,091
-295
167
$48K 0.01%
517
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168
$48K 0.01%
480
169
$48K 0.01%
288
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170
$47K 0.01%
469
+34
171
$46K 0.01%
210
172
$46K 0.01%
134
+1
173
$46K 0.01%
253
-26
174
$46K 0.01%
197
-27
175
$44K 0.01%
408
-40
5 6
7
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