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
Yeti Holdings
YETI
$3.95B
| – | – |
-20,732
|
|
||
452
Dayforce
DAY
$11.1B
| – | – |
-3,795
|
|
||
|
453
Astera Labs
ALAB
$30.7B
| – | – |
-28,581
|
|
||
454
Trump Media & Technology Group
DJT
$3.84B
| – | – |
-63,888
|
|
||
455
UL Solutions
ULS
$15.1B
| – | – |
-4,102
|
|
||
|
OKLO
456
Oklo
OKLO
$14.8B
| – | – |
-7,784
|
|
||
|
TEM
457
Tempus AI
TEM
$12.5B
| – | – |
-3,409
|
|
||
|
GRAL
458
GRAIL Inc
GRAL
$3.77B
| – | – |
-4,726
|
|