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
451
$45K 0.02%
315
452
$45K 0.02%
500
453
$45K 0.02%
2,200
454
$45K 0.02%
227
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455
$45K 0.02%
8,108
456
$45K 0.02%
+80
457
$44K 0.02%
200
458
$44K 0.02%
1,055
459
$44K 0.02%
3,000
+2,000
460
$43K 0.02%
1,882
461
$43K 0.02%
447
462
$43K 0.02%
12,430
-430
463
$43K 0.02%
522
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464
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1,293
465
$42K 0.02%
500
466
$42K 0.02%
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467
$42K 0.02%
400
468
$42K 0.02%
310
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469
$41K 0.02%
3,000
470
$41K 0.02%
2,100
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471
$41K 0.02%
1,100
-4,077
472
$41K 0.02%
1,000
473
$41K 0.02%
100
474
$40K 0.02%
1,000
475
$40K 0.02%
1,000
17 18
19
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