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
251
$156K 0.07%
675
-35
252
$152K 0.06%
610
253
$152K 0.06%
2,800
254
$150K 0.06%
954
255
$149K 0.06%
3,969
256
$149K 0.06%
1,765
257
$149K 0.06%
3,000
-134
258
$149K 0.06%
850
259
$146K 0.06%
1,750
+850
260
$145K 0.06%
586
-31
261
$145K 0.06%
3,093
262
$145K 0.06%
925
263
$144K 0.06%
6,062
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264
$144K 0.06%
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265
$143K 0.06%
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266
$142K 0.06%
2,288
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267
$142K 0.06%
260
268
$140K 0.06%
547
269
$140K 0.06%
2,663
270
$136K 0.06%
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271
$136K 0.06%
775
272
$135K 0.06%
2,776
-200
273
$135K 0.06%
1,400
274
$134K 0.06%
2,101
+1
275
$134K 0.06%
3,200
9 10
11
12 13