OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
920
New
Increased
Reduced
Closed

Top Buys

1
+$323K
2
+$317K
3
+$280K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$267K
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$252K

Top Sells

1
+$495K
2
+$408K
3
+$383K
4
BA icon
Boeing
BA
+$358K
5
EW icon
Edwards Lifesciences
EW
+$315K

Sector Composition

1 Technology 22.31%
2 Healthcare 10.79%
3 Financials 8.9%
4 Industrials 6.76%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$180K 0.08%
435
227
$179K 0.08%
2,325
-109
228
$177K 0.07%
+2,346
229
$176K 0.07%
1,629
+7
230
$174K 0.07%
850
231
$173K 0.07%
2,350
-200
232
$172K 0.07%
2,100
233
$172K 0.07%
1,050
-191
234
$172K 0.07%
+5,200
235
$170K 0.07%
53,991
236
$168K 0.07%
4,100
+500
237
$164K 0.07%
1,789
-624
238
$164K 0.07%
1,935
+100
239
$164K 0.07%
9,375
+800
240
$162K 0.07%
884
241
$162K 0.07%
1,292
+52
242
$161K 0.07%
3,037
-9,338
243
$160K 0.07%
1,750
244
$158K 0.07%
1,325
+400
245
$158K 0.07%
1,000
246
$157K 0.07%
2,050
247
$157K 0.07%
1,447
-63
248
$157K 0.07%
1,325
-100
249
$157K 0.07%
1,500
250
$156K 0.07%
1,100
8 9
10
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