Ogorek Anthony Joseph /ny/ /adv
CIK Number: 0000714364
314.38M
Market Value
281
# of Holdings
15 months
Avg. Holding Period
36.18%
Win Rate
12.78%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DJUL | FT Cboe Vest U.... | 39.87 | -3.3% | 769.41K | -0.54% | 32.3M | 36.25 | 10.27% |
| 2 | VTI | Vanguard Total ... | 263.83 | -5.08% | 84.44K | -0.54% | 24.47M | 113.06 | 7.78% |
| 3 | DMAY | FT Cboe Vest U.... | 38.60 | -3.43% | 591.9K | -4.63% | 24.11M | 38.36 | 7.67% |
| 4 | IEF | iShares 7-10 Ye... | 96.30 | +1.04% | 233.8K | -5.06% | 21.61M | 95.77 | 6.88% |
| 5 | SCHB | Schwab U.S. Bro... | 20.66 | -5.08% | 948.43K | +183.24% | 21.53M | 15.83 | 6.85% |
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