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OAJ
Ogorek Anthony Joseph Portfolio holdings
AUM
$365M
1-Year Est. Return
18.22%
This Fund
S&P 500
1 Year Est. Return
+18.22%
AUM
$244M
AUM Growth
+$9.93M
(+4.2%)
Holding
296
Top Buys
| 1 | +$16.4M | |
| 2 | +$16.2M | |
| 3 | +$11.7M | |
| 4 |
FT Vest US Equity Deep Buffer ETF November
DNOV
|
+$11.2M |
| 5 |
WisdomTree US Efficient Core Fund
NTSX
|
+$9.82M |
Top Sells
| 1 | +$18.4M | |
| 2 | +$18.3M | |
| 3 | +$6.4M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$4.57M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$2.07M |
Sector Composition
| 1 | Technology | 4.95% |
| 2 | Healthcare | 4.57% |
| 3 | Industrials | 3.87% |
| 4 | Consumer Discretionary | 2.31% |
| 5 | Financials | 2.12% |