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
476
$40K 0.02%
+1,000
477
$40K 0.02%
700
-500
478
$39K 0.02%
3,500
479
$39K 0.02%
150
480
$39K 0.02%
520
481
$39K 0.02%
+1,000
482
$38K 0.02%
770
+321
483
$38K 0.02%
350
-150
484
$38K 0.02%
103
485
$38K 0.02%
600
486
$37K 0.02%
141
-52
487
$37K 0.02%
428
-985
488
$37K 0.02%
600
489
$37K 0.02%
1,882
-1,330
490
$37K 0.02%
4,300
491
$37K 0.02%
1,040
-565
492
$36K 0.02%
208
-5
493
$36K 0.02%
280
494
$36K 0.02%
2,700
-1,600
495
$36K 0.02%
1,100
496
$36K 0.02%
895
+11
497
$35K 0.01%
400
498
$35K 0.01%
352
499
$35K 0.01%
300
-400
500
$35K 0.01%
900
-500
18 19
20
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