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
376
$70K 0.03%
648
-645
377
$70K 0.03%
550
-17
378
$69K 0.03%
+2,054
379
$69K 0.03%
900
380
$69K 0.03%
8,000
381
$68K 0.03%
1,100
382
$67K 0.03%
575
-15
383
$67K 0.03%
280
384
$67K 0.03%
3,000
385
$67K 0.03%
1,250
386
$66K 0.03%
750
387
$66K 0.03%
650
-430
388
$65K 0.03%
600
389
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390
$65K 0.03%
792
391
$64K 0.03%
200
392
$63K 0.03%
700
393
$63K 0.03%
400
394
$63K 0.03%
720
395
$63K 0.03%
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396
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4,000
397
$60K 0.03%
787
-3,024
398
$60K 0.03%
950
399
$60K 0.03%
1,592
400
$59K 0.02%
700
14 15
16
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