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
576
$18K 0.01%
400
577
$18K 0.01%
1,150
+1,000
578
$18K 0.01%
800
579
$17K 0.01%
340
580
$17K 0.01%
150
581
$17K 0.01%
400
582
$17K 0.01%
704
583
$17K 0.01%
300
584
$17K 0.01%
1,000
585
$17K 0.01%
600
586
$16K 0.01%
1,300
587
$16K 0.01%
600
588
$16K 0.01%
1,700
+85
589
$16K 0.01%
500
-50
590
$16K 0.01%
700
591
$16K 0.01%
864
592
$16K 0.01%
+200
593
$16K 0.01%
300
-600
594
$15K 0.01%
310
595
$15K 0.01%
301
596
$15K 0.01%
1,400
-1,000
597
$15K 0.01%
100
598
$15K 0.01%
1,000
599
$15K 0.01%
250
600
$15K 0.01%
250
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