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
276
$134K 0.06%
630
+30
277
$134K 0.06%
1,235
-1,175
278
$131K 0.06%
1,067
279
$130K 0.05%
700
-100
280
$129K 0.05%
325
281
$129K 0.05%
4,000
282
$127K 0.05%
6,461
-1,465
283
$125K 0.05%
525
284
$124K 0.05%
+1,175
285
$124K 0.05%
1,505
+215
286
$123K 0.05%
1,500
287
$123K 0.05%
2,475
288
$123K 0.05%
8,000
289
$123K 0.05%
4,980
+1,000
290
$122K 0.05%
4,000
291
$122K 0.05%
2,004
292
$122K 0.05%
360
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293
$122K 0.05%
5,300
-500
294
$121K 0.05%
800
295
$120K 0.05%
600
296
$119K 0.05%
1,600
297
$115K 0.05%
2,610
+12
298
$115K 0.05%
500
299
$115K 0.05%
2,000
300
$114K 0.05%
500
+80
10 11
12
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