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 | |
|---|---|---|---|---|---|---|
26
Netflix
NFLX
$468B
| $1.88M | 1.15% |
1,404
-10
|
|
||
27
Spotify
SPOT
$127B
| $1.87M | 1.15% |
2,442
-16
|
|
||
28
Apple
AAPL
$3.97T
| $1.82M | 1.11% |
8,857
-56
|
|
||
29
Cirrus Logic
CRUS
$6.05B
| $1.81M | 1.11% |
17,360
-124
|
|
||
30
Motorola Solutions
MSI
$65.1B
| $1.8M | 1.1% |
4,290
-30
|
|
||
31
Akamai
AKAM
$12.1B
| $1.79M | 1.1% |
22,444
-160
|
|
||
32
Salesforce
CRM
$228B
| $1.77M | 1.08% |
6,477
-46
|
|
||
33
Roper Technologies
ROP
$48.1B
| $1.75M | 1.07% |
3,085
-22
|
|
||
34
Booz Allen Hamilton
BAH
$10.6B
| $1.74M | 1.07% |
16,742
-120
|
|
||
35
Electronic Arts
EA
$50B
| $1.61M | 0.99% |
10,088
-72
|
|
||
36
Applovin
APP
$210B
| $1.58M | 0.97% |
4,510
-32
|
|
||
37
Meta Platforms (Facebook)
META
$1.57T
| $1.56M | 0.96% |
2,119
-14
|
|
||
38
Walt Disney
DIS
$199B
| $1.55M | 0.95% |
12,516
-144
|
|
||
39
InterDigital
IDCC
$9.53B
| $1.51M | 0.93% |
6,746
-48
|
|
||
40
AT&T
T
$176B
| $1.48M | 0.91% |
51,200
-368
|
|
||
41
Comcast
CMCSA
$99.7B
| $1.34M | 0.82% |
37,588
-270
|
|
||
|
WBTN
42
WEBTOON Entertainment Inc
WBTN
$2.14B
| $1.33M | 0.81% |
146,583
-1,054
|
|
||
43
Lumen
LUMN
$10.8B
| $1.21M | 0.74% |
276,539
-1,988
|
|
||
44
Carvana
CVNA
$43B
| $1.18M | 0.72% |
3,509
-24
|
|
||
45
Trump Media & Technology Group
DJT
$3.67B
| $1.15M | 0.71% |
63,888
-458
|
|
||
46
Signet Jewelers
SIG
$4.11B
| $1.14M | 0.7% |
14,314
-102
|
|
||
47
Five Below
FIVE
$8.4B
| $1.08M | 0.66% |
8,252
-58
|
|
||
48
Royal Caribbean
RCL
$69.8B
| $978K | 0.6% |
3,124
-22
|
|
||
49
Ulta Beauty
ULTA
$23.2B
| $944K | 0.58% |
2,017
-14
|
|
||
50
Wolverine World Wide
WWW
$1.3B
| $916K | 0.56% |
50,676
-364
|
|