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
351
$79K 0.03%
1,168
352
$78K 0.03%
2,393
-1,000
353
$78K 0.03%
7,092
+453
354
$78K 0.03%
2,650
355
$78K 0.03%
8,237
-1,300
356
$77K 0.03%
1,210
357
$77K 0.03%
1,121
358
$77K 0.03%
2,253
359
$76K 0.03%
650
360
$76K 0.03%
20,000
361
$75K 0.03%
406
362
$74K 0.03%
351
363
$74K 0.03%
3,026
+1,000
364
$74K 0.03%
3,120
-8,727
365
$73K 0.03%
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366
$73K 0.03%
2,130
367
$73K 0.03%
2,000
+1,000
368
$73K 0.03%
3,660
-1,395
369
$72K 0.03%
2,191
+2,052
370
$72K 0.03%
1,575
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371
$72K 0.03%
2,200
372
$72K 0.03%
838
373
$71K 0.03%
591
374
$71K 0.03%
300
375
$70K 0.03%
450
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