OF
Optimize Financial Portfolio holdings
AUM
$192M
1-Year Est. Return
37.67%
1 Year Est. Return
+37.67%
AUM
$163M
AUM Growth
+$25.5M
(+18%)
Holding
234
Top Buys
| 1 | +$2.22M | |
| 2 | +$436K | |
| 3 | +$369K | |
| 4 |
Vertiv
VRT
|
+$353K |
| 5 |
Pegasystems
PEGA
|
+$301K |
Top Sells
| 1 | +$211K | |
| 2 | +$205K | |
| 3 | +$201K | |
| 4 |
TTM Technologies
TTMI
|
+$23.9K |
| 5 |
Tesla
TSLA
|
+$20K |
Sector Composition
| 1 | Technology | 44.16% |
| 2 | Consumer Discretionary | 17.94% |
| 3 | Communication Services | 10.24% |
| 4 | Industrials | 9.78% |
| 5 | Financials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
UNIT
226
Uniti Group
UNIT
$1.6B
| $120K | 0.07% |
27,827
-200
|
|
||
227
Frontier Group Holdings
ULCC
$897M
| $119K | 0.07% |
32,648
-234
|
|
||
228
Day One Biopharmaceuticals
DAWN
$999M
| $116K | 0.07% |
17,832
-128
|
|
||
229
Syndax Pharmaceuticals
SNDX
$1.31B
| $114K | 0.07% |
12,141
-86
|
|
||
230
NextDecade
NEXT
$1.57B
| $102K | 0.06% |
11,486
-82
|
|
||
231
Compass
COMP
$4.88B
| $101K | 0.06% |
16,116
-114
|
|
||
232
Paylocity
PCTY
$7.72B
| – | – |
-1,074
|
|
||
233
PACCAR
PCAR
$51.8B
| – | – |
-2,107
|
|
||
234
FedEx
FDX
$61.8B
| – | – |
-867
|
|