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
401
$59K 0.02%
550
-120
402
$59K 0.02%
445
403
$58K 0.02%
1,217
404
$58K 0.02%
750
405
$58K 0.02%
351
406
$57K 0.02%
3,500
+2,500
407
$57K 0.02%
5,700
-500
408
$57K 0.02%
2,100
409
$57K 0.02%
250
410
$56K 0.02%
2,215
411
$56K 0.02%
475
412
$55K 0.02%
351
413
$55K 0.02%
500
414
$54K 0.02%
650
415
$54K 0.02%
300
416
$54K 0.02%
1,000
417
$54K 0.02%
4,000
418
$53K 0.02%
2,000
419
$53K 0.02%
3,700
420
$52K 0.02%
265
-815
421
$52K 0.02%
558
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422
$52K 0.02%
3,764
423
$52K 0.02%
700
424
$52K 0.02%
15,000
425
$52K 0.02%
704
15 16
17
18 19