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
176
$44K 0.01%
990
+4
177
$44K 0.01%
354
-24
178
$43K 0.01%
386
-10
179
$42K 0.01%
92
-6
180
$42K 0.01%
356
181
$41K 0.01%
292
+2
182
$41K 0.01%
635
+16
183
$40K 0.01%
215
+34
184
$40K 0.01%
497
+16
185
$39K 0.01%
480
+4
186
$39K 0.01%
498
-16
187
$39K 0.01%
829
188
$39K 0.01%
+500
189
$38K 0.01%
148
-134
190
$37K 0.01%
175
191
$37K 0.01%
157
+1
192
$37K 0.01%
859
193
$37K 0.01%
624
+177
194
$36K 0.01%
227
+14
195
$36K 0.01%
276
+6
196
$36K 0.01%
165
+37
197
$36K 0.01%
140
-40
198
$35K 0.01%
37
199
$35K 0.01%
1,446
+10
200
$35K 0.01%
1,345
+326
6 7
8
9 10