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
326
$97K 0.04%
938
327
$96K 0.04%
1,665
328
$96K 0.04%
700
329
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330
$93K 0.04%
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331
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2,500
332
$91K 0.04%
1,000
333
$90K 0.04%
2,300
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334
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335
$88K 0.04%
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336
$86K 0.04%
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-217
337
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900
338
$84K 0.04%
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339
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340
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341
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342
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760
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343
$82K 0.03%
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344
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345
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347
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1,212
348
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-2,300
349
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193
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350
$79K 0.03%
1,203
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