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
526
$29K 0.01%
700
527
$28K 0.01%
50
-37
528
$28K 0.01%
600
529
$28K 0.01%
2,000
530
$27K 0.01%
150
531
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423
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532
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500
533
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400
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534
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535
$26K 0.01%
65
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536
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537
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300
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538
$25K 0.01%
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539
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541
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543
$24K 0.01%
1,765
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544
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545
$24K 0.01%
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100
547
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300
548
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500
549
$23K 0.01%
429
550
$22K 0.01%
1,040
20 21
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