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
176
$7K ﹤0.01%
42
177
$6K ﹤0.01%
+100
178
$6K ﹤0.01%
167
179
$5K ﹤0.01%
291
+43
180
$5K ﹤0.01%
81
181
$4K ﹤0.01%
110
182
$4K ﹤0.01%
7
183
$4K ﹤0.01%
377
+4
184
$4K ﹤0.01%
+13
185
$4K ﹤0.01%
200
+9
186
$4K ﹤0.01%
77
187
$4K ﹤0.01%
290
+6
188
$4K ﹤0.01%
47
189
$4K ﹤0.01%
+90
190
$4K ﹤0.01%
44
191
$4K ﹤0.01%
+50
192
$3K ﹤0.01%
100
193
$3K ﹤0.01%
17
194
$3K ﹤0.01%
39
-2
195
$3K ﹤0.01%
38
196
$3K ﹤0.01%
222
-24
197
$3K ﹤0.01%
69
198
$3K ﹤0.01%
127
199
$3K ﹤0.01%
21
200
$3K ﹤0.01%
156
5 6 7
8
9