OF
Optimize Financial Portfolio holdings
AUM
$163M
This Quarter Return
-7.97%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+3.4%)
Cap. Flow
+$13.4M
Cap. Flow
% of AUM
9.7%
Top 10 Holdings %
Top 10 Hldgs %
13.98%
Holding
300
New
66
Increased
101
Reduced
52
Closed
81
Top Buys
| 1 |
Apple
AAPL
|
$1.98M |
| 2 |
Advanced Micro Devices
AMD
|
$1.96M |
| 3 |
VeriSign
VRSN
|
$1.94M |
| 4 |
Akamai
AKAM
|
$1.82M |
| 5 |
Semtech
SMTC
|
$1.8M |
Top Sells
| 1 |
WIX.com
WIX
|
$2.28M |
| 2 |
Benchmark Electronics
BHE
|
$1.92M |
| 3 |
Applovin
APP
|
$1.86M |
| 4 |
INFN
Infinera Corporation Common Stock
INFN
|
$1.81M |
| 5 |
IBM
IBM
|
$1.81M |
Sector Composition
| 1 | Technology | 43.01% |
| 2 | Consumer Discretionary | 19.05% |
| 3 | Financials | 10.42% |
| 4 | Communication Services | 10.42% |
| 5 | Industrials | 8.24% |
