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
501
$35K 0.01%
373
-1,574
502
$34K 0.01%
750
-3,631
503
$34K 0.01%
750
504
$34K 0.01%
16,000
505
$32K 0.01%
1,745
506
$32K 0.01%
134
+34
507
$32K 0.01%
680
-500
508
$32K 0.01%
380
509
$31K 0.01%
400
510
$31K 0.01%
712
511
$31K 0.01%
900
512
$31K 0.01%
1,000
513
$31K 0.01%
1,000
514
$31K 0.01%
197
515
$30K 0.01%
125
516
$30K 0.01%
560
517
$30K 0.01%
839
518
$30K 0.01%
1,314
+5
519
$30K 0.01%
1,000
520
$29K 0.01%
2,300
521
$29K 0.01%
560
-493
522
$29K 0.01%
402
523
$29K 0.01%
2,500
524
$29K 0.01%
+850
525
$29K 0.01%
1,122
+303
19 20
21
22 23