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
426
$51K 0.02%
3,100
427
$50K 0.02%
+800
428
$50K 0.02%
234
+29
429
$49K 0.02%
300
430
$49K 0.02%
+350
431
$49K 0.02%
1,815
432
$48K 0.02%
1,000
433
$48K 0.02%
12,000
434
$48K 0.02%
168
435
$48K 0.02%
320
436
$48K 0.02%
1,650
437
$47K 0.02%
705
+5
438
$47K 0.02%
3,250
439
$47K 0.02%
468
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440
$47K 0.02%
1,886
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441
$47K 0.02%
150
442
$47K 0.02%
350
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443
$46K 0.02%
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444
$46K 0.02%
13,000
445
$46K 0.02%
2,500
446
$46K 0.02%
1,000
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447
$46K 0.02%
1,500
+500
448
$45K 0.02%
4,000
449
$45K 0.02%
945
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450
$45K 0.02%
1,600
-392
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18
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