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
301
$112K 0.05%
2,724
-200
302
$112K 0.05%
2,531
303
$112K 0.05%
816
-300
304
$111K 0.05%
2,100
305
$111K 0.05%
2,000
-190
306
$109K 0.05%
1,704
307
$109K 0.05%
715
308
$107K 0.05%
1,800
309
$106K 0.04%
576
-500
310
$105K 0.04%
330
311
$105K 0.04%
950
312
$105K 0.04%
800
+600
313
$104K 0.04%
3,806
+200
314
$103K 0.04%
2,200
315
$103K 0.04%
1,520
316
$102K 0.04%
1,650
317
$102K 0.04%
3,400
318
$101K 0.04%
2,000
319
$100K 0.04%
2,600
320
$99K 0.04%
1,250
321
$99K 0.04%
1,126
+111
322
$98K 0.04%
786
+100
323
$97K 0.04%
+1,567
324
$97K 0.04%
9,952
+26
325
$97K 0.04%
1,399
+31
11 12
13
14 15