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OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Sells

1 +$513K
2 +$218K
3 +$183K
4
AAPL icon
Apple
AAPL
+$122K
5
NVMI
Nova
NVMI
+$122K

Sector Composition

1 Technology 27.4%
2 Financials 9.18%
3 Industrials 8.3%
4 Communication Services 6.42%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VIK icon
426
Viking Holdings
VIK
$42.3B
$22.8K 0.01%
427
CL icon
427
Colgate-Palmolive
CL
$72.5B
$22.7K 0.01%
250
SDIV icon
428
Global X SuperDividend ETF
SDIV
$1.21B
$22.6K 0.01%
1,000
MGY icon
429
Magnolia Oil & Gas
MGY
$4.97B
$22.5K 0.01%
1,000
ESEA icon
430
Euroseas
ESEA
$484M
$22.4K 0.01%
500
RGLD icon
431
Royal Gold
RGLD
$18.5B
$22.2K 0.01%
125
SOXS icon
432
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.45B
$21.3K 0.01%
+135
PLD icon
433
Prologis
PLD
$131B
$21K 0.01%
200
-16
MPTI icon
434
M-tron Industries
MPTI
$416M
$21K 0.01%
500
+300
HQH
435
abrdn Healthcare Investors
HQH
$1.14B
$20.9K 0.01%
1,350
CLDT
436
Chatham Lodging
CLDT
$598M
$20.9K 0.01%
3,000
B
437
Barrick Mining
B
$69.2B
$20.8K 0.01%
1,000
NOC icon
438
Northrop Grumman
NOC
$78.1B
$20.5K 0.01%
41
-2
VRTX icon
439
Vertex Pharmaceuticals
VRTX
$116B
$20.5K 0.01%
46
VUG icon
440
Vanguard Growth ETF
VUG
$222B
$20.2K 0.01%
276
VNQ icon
441
Vanguard Real Estate ETF
VNQ
$37B
$19.6K 0.01%
220
EFV icon
442
iShares MSCI EAFE Value ETF
EFV
$24.4B
$19.1K 0.01%
301
PGF icon
443
Invesco Financial Preferred ETF
PGF
$693M
$19K 0.01%
1,350
COWS icon
444
Amplify Cash Flow Dividend Leaders ETF
COWS
$35.8M
$19K 0.01%
650
KMB icon
445
Kimberly-Clark
KMB
$33.7B
$18.8K 0.01%
146
DOC icon
446
Healthpeak Properties
DOC
$13.4B
$18.6K 0.01%
1,061
CF icon
447
CF Industries
CF
$16.3B
$18.4K 0.01%
200
THQ
448
abrdn Healthcare Opportunities Fund
THQ
$769M
$18.4K 0.01%
1,000
LNG icon
449
Cheniere Energy
LNG
$48.5B
$18.3K 0.01%
75
DIN icon
450
Dine Brands
DIN
$424M
$18.2K 0.01%
750