OF
Optimize Financial Portfolio holdings
AUM
$192M
1-Year Est. Return
37.67%
1 Year Est. Return
+37.67%
AUM
$192M
AUM Growth
+$28.6M
(+17%)
Holding
458
Top Buys
| 1 | +$2.38M | |
| 2 | +$1.76M | |
| 3 | +$1.64M | |
| 4 |
MKS Inc
MKSI
|
+$1.64M |
| 5 |
Sinclair Inc
SBGI
|
+$1.62M |
Top Sells
| 1 | +$3.33M | |
| 2 | +$2.65M | |
| 3 | +$2.63M | |
| 4 |
Astera Labs
ALAB
|
+$2.58M |
| 5 |
First Solar
FSLR
|
+$2.42M |
Sector Composition
| 1 | Technology | 28.68% |
| 2 | Consumer Discretionary | 13.08% |
| 3 | Industrials | 12.7% |
| 4 | Healthcare | 12.61% |
| 5 | Communication Services | 12.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
United Rentals
URI
$51.6B
| – | – |
-349
|
|
||
452
Verisk Analytics
VRSK
$30.9B
| – | – |
-720
|
|
||
453
VeriSign
VRSN
$23.2B
| – | – |
-7,597
|
|
||
|
WBA
454
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-44,455
|
|
||
455
Whirlpool
WHR
$4.41B
| – | – |
-7,703
|
|
||
456
Wolverine World Wide
WWW
$1.44B
| – | – |
-50,676
|
|
||
457
Wynn Resorts
WYNN
$13.2B
| – | – |
-7,871
|
|
||
458
XPO
XPO
$16.7B
| – | – |
-1,928
|
|