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 | |
|---|---|---|---|---|---|---|
|
1
TTM Technologies
TTMI
$6.89B
| $3.33M | 2.04% |
81,549
-586
|
|
||
2
Advanced Micro Devices
AMD
$380B
| $2.69M | 1.65% |
18,966
-136
|
|
||
3
CommScope
COMM
$3.69B
| $2.65M | 1.62% |
319,663
-2,298
|
|
||
4
CrowdStrike
CRWD
$135B
| $2.63M | 1.61% |
5,173
-36
|
|
||
5
NVIDIA
NVDA
$4.58T
| $2.63M | 1.61% |
16,674
-118
|
|
||
6
Astera Labs
ALAB
$28B
| $2.58M | 1.58% |
28,581
-204
|
|
||
7
First Solar
FSLR
$28.7B
| $2.42M | 1.48% |
14,620
-104
|
|
||
8
Dell
DELL
$98.3B
| $2.38M | 1.45% |
19,386
-138
|
|
||
9
Cadence Design Systems
CDNS
$88.5B
| $2.36M | 1.45% |
7,674
-54
|
|
||
10
Semtech
SMTC
$6.24B
| $2.35M | 1.44% |
52,080
-374
|
|
||
11
Itron
ITRI
$4.82B
| $2.3M | 1.41% |
17,446
-124
|
|
||
12
Axcelis
ACLS
$2.66B
| $2.23M | 1.37% |
32,021
-230
|
|
||
|
PAL
13
Proficient Auto Logistics
PAL
$183M
| $2.22M | 1.36% |
+306,466
|
|
||
14
Applied Materials
AMAT
$183B
| $2.22M | 1.36% |
12,123
-86
|
|
||
15
VeriSign
VRSN
$22.4B
| $2.19M | 1.34% |
7,597
-54
|
|
||
16
Synopsys
SNPS
$73.1B
| $2.14M | 1.31% |
4,181
-30
|
|
||
17
ServiceNow
NOW
$179B
| $2.13M | 1.3% |
2,067
-14
|
|
||
18
TE Connectivity
TEL
$71.4B
| $2.09M | 1.28% |
12,387
-88
|
|
||
19
Palo Alto Networks
PANW
$144B
| $2.09M | 1.28% |
10,204
-72
|
|
||
20
Intel
INTC
$182B
| $2.05M | 1.25% |
91,519
-658
|
|
||
21
Qualys
QLYS
$5.37B
| $2.01M | 1.23% |
14,048
-100
|
|
||
|
PENG
22
Penguin Solutions Inc
PENG
$1.15B
| $1.99M | 1.22% |
100,393
-722
|
|
||
23
F5
FFIV
$14.2B
| $1.93M | 1.18% |
6,574
-46
|
|
||
24
AST SpaceMobile
ASTS
$19.2B
| $1.92M | 1.18% |
41,188
-296
|
|
||
25
GoDaddy
GDDY
$17.8B
| $1.89M | 1.16% |
10,514
-74
|
|