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 | |
|---|---|---|---|---|---|---|
51
Cheesecake Factory
CAKE
$2.36B
| $892K | 0.55% |
14,235
-102
|
|
||
52
Brinker International
EAT
$4.56B
| $865K | 0.53% |
4,798
-34
|
|
||
|
53
Tesla
TSLA
$1.43T
| $851K | 0.52% |
2,679
-63
|
|
||
54
Dana Inc
DAN
$2.54B
| $848K | 0.52% |
49,419
-354
|
|
||
55
Autoliv
ALV
$9.25B
| $804K | 0.49% |
7,182
-50
|
|
||
56
Ralph Lauren
RL
$19.7B
| $786K | 0.48% |
2,864
-20
|
|
||
57
Whirlpool
WHR
$3.8B
| $781K | 0.48% |
7,703
-54
|
|
||
58
Amazon
AMZN
$2.61T
| $762K | 0.47% |
3,474
-24
|
|
||
59
Wynn Resorts
WYNN
$13.1B
| $737K | 0.45% |
7,871
-56
|
|
||
60
Etsy
ETSY
$5.83B
| $735K | 0.45% |
14,652
-104
|
|
||
61
Aptiv
APTV
$18.1B
| $731K | 0.45% |
10,722
-76
|
|
||
62
Sally Beauty Holdings
SBH
$1.39B
| $725K | 0.44% |
78,290
-562
|
|
||
63
Crocs
CROX
$4.09B
| $717K | 0.44% |
7,078
-50
|
|
||
64
Marriott International
MAR
$78.1B
| $711K | 0.43% |
2,601
-18
|
|
||
65
O'Reilly Automotive
ORLY
$82.1B
| $710K | 0.43% |
7,879
-56
|
|
||
66
Burlington
BURL
$17.7B
| $696K | 0.43% |
2,990
-20
|
|
||
67
PVH
PVH
$3.69B
| $688K | 0.42% |
10,027
-72
|
|
||
68
Norwegian Cruise Line
NCLH
$8.68B
| $682K | 0.42% |
33,648
-242
|
|
||
69
Abercrombie & Fitch
ANF
$3.37B
| $681K | 0.42% |
8,218
-58
|
|
||
70
Las Vegas Sands
LVS
$44.1B
| $669K | 0.41% |
15,380
-110
|
|
||
71
Domino's
DPZ
$13.9B
| $660K | 0.4% |
1,464
-10
|
|
||
72
McDonald's
MCD
$213B
| $659K | 0.4% |
2,257
-16
|
|
||
73
Garmin
GRMN
$38.7B
| $659K | 0.4% |
3,157
-22
|
|
||
74
Yeti Holdings
YETI
$2.82B
| $653K | 0.4% |
20,732
-148
|
|
||
75
Ross Stores
ROST
$52.4B
| $653K | 0.4% |
5,121
-36
|
|