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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
201
$35K 0.01%
485
+125
202
$35K 0.01%
397
-13
203
$34K 0.01%
610
-50
204
$34K 0.01%
384
-14
205
$34K 0.01%
2,002
206
$34K 0.01%
388
-50
207
$34K 0.01%
476
208
$33K 0.01%
570
+5
209
$33K 0.01%
500
210
$33K 0.01%
144
-8
211
$33K 0.01%
255
+2
212
$32K 0.01%
417
+3
213
$32K 0.01%
666
+106
214
$32K 0.01%
726
+2
215
$31K 0.01%
402
+4
216
$30K 0.01%
270
+3
217
$30K 0.01%
140
+1
218
$30K 0.01%
26
+1
219
$30K 0.01%
45
-1
220
$30K 0.01%
222
221
$30K 0.01%
207
+40
222
$29K 0.01%
171
+22
223
$29K 0.01%
64
-6
224
$29K 0.01%
193
-18
225
$28K 0.01%
543
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9
10 11