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
$230M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Sells

1 +$555K
2 +$273K
3 +$195K
4
NVMI icon
Nova
NVMI
+$165K
5
AAPL icon
Apple
AAPL
+$124K

Sector Composition

1 Technology 27.41%
2 Financials 9.17%
3 Industrials 8.34%
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
$25.9B
$22.8K 0.01%
427
CL icon
427
Colgate-Palmolive
CL
$63.5B
$22.7K 0.01%
250
SDIV icon
428
Global X SuperDividend ETF
SDIV
$990M
$22.6K 0.01%
1,000
MGY icon
429
Magnolia Oil & Gas
MGY
$4.02B
$22.5K 0.01%
1,000
ESEA icon
430
Euroseas
ESEA
$406M
$22.4K 0.01%
500
RGLD icon
431
Royal Gold
RGLD
$14.8B
$22.2K 0.01%
125
SOXS icon
432
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$1.02B
$21.3K 0.01%
+2,700
PLD icon
433
Prologis
PLD
$117B
$21K 0.01%
200
-16
MPTI icon
434
M-tron Industries
MPTI
$155M
$21K 0.01%
500
+300
HQH
435
abrdn Healthcare Investors
HQH
$957M
$20.9K 0.01%
1,350
CLDT
436
Chatham Lodging
CLDT
$321M
$20.9K 0.01%
3,000
B
437
Barrick Mining
B
$56.5B
$20.8K 0.01%
1,000
NOC icon
438
Northrop Grumman
NOC
$81.2B
$20.5K 0.01%
41
-2
VRTX icon
439
Vertex Pharmaceuticals
VRTX
$104B
$20.5K 0.01%
46
VUG icon
440
Vanguard Growth ETF
VUG
$197B
$20.2K 0.01%
46
VNQ icon
441
Vanguard Real Estate ETF
VNQ
$33.8B
$19.6K 0.01%
220
EFV icon
442
iShares MSCI EAFE Value ETF
EFV
$27.8B
$19.1K 0.01%
301
PGF icon
443
Invesco Financial Preferred ETF
PGF
$788M
$19K 0.01%
1,350
COWS icon
444
Amplify Cash Flow Dividend Leaders ETF
COWS
$26.8M
$19K 0.01%
650
KMB icon
445
Kimberly-Clark
KMB
$34.5B
$18.8K 0.01%
146
DOC icon
446
Healthpeak Properties
DOC
$12.4B
$18.6K 0.01%
1,061
CF icon
447
CF Industries
CF
$12.8B
$18.4K 0.01%
200
THQ
448
abrdn Healthcare Opportunities Fund
THQ
$720M
$18.4K 0.01%
1,000
LNG icon
449
Cheniere Energy
LNG
$44.7B
$18.3K 0.01%
75
DIN icon
450
Dine Brands
DIN
$359M
$18.2K 0.01%
750