OF
Optimize Financial Portfolio holdings
AUM
$203M
1-Year Est. Return
57.91%
This Fund
S&P 500
1 Year Est. Return
+57.91%
AUM
$203M
AUM Growth
+$4.76M
(+2.4%)
Holding
484
Top Buys
| 1 | +$3.33M | |
| 2 | +$3.28M | |
| 3 | +$3.14M | |
| 4 |
TTM Technologies
TTMI
|
+$3.03M |
| 5 |
Seagate
STX
|
+$3.03M |
Top Sells
| 1 | +$3.6M | |
| 2 | +$3.56M | |
| 3 | +$2.52M | |
| 4 |
MKS Inc
MKSI
|
+$2.15M |
| 5 |
Teradata
TDC
|
+$2.03M |
Sector Composition
| 1 | Technology | 47.91% |
| 2 | Healthcare | 11.87% |
| 3 | Consumer Discretionary | 10.56% |
| 4 | Financials | 10.07% |
| 5 | Industrials | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Skywest
SKYW
$3.31B
| – | – |
-2,695
|
|
||
477
Sylvamo
SLVM
$1.54B
| – | – |
-6,635
|
|
||
478
Teledyne Technologies
TDY
$28.7B
| – | – |
-2,553
|
|
||
479
Teleflex
TFX
$5.85B
| – | – |
-3,294
|
|
||
480
TKO Group
TKO
$15.2B
| – | – |
-7,748
|
|
||
481
T-Mobile US
TMUS
$192B
| – | – |
-5,944
|
|
||
482
Trane Technologies
TT
$103B
| – | – |
-772
|
|
||
483
Twilio
TWLO
$35.9B
| – | – |
-13,835
|
|
||
484
Tyler Technologies
TYL
$12.7B
| – | – |
-2,504
|
|