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
601
$15K 0.01%
1,050
-2,369
602
$14K 0.01%
2,000
603
$14K 0.01%
311
+255
604
$14K 0.01%
1,510
+1,400
605
$14K 0.01%
88
606
$14K 0.01%
112
607
$14K 0.01%
650
608
$14K 0.01%
394
-2
609
$14K 0.01%
168
610
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+1,000
611
$14K 0.01%
1,000
612
$14K 0.01%
835
613
$14K 0.01%
425
614
$13K 0.01%
300
615
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616
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617
$13K 0.01%
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618
$13K 0.01%
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619
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303
620
$13K 0.01%
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$13K 0.01%
1,210
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622
$13K 0.01%
40
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623
$12K 0.01%
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624
$12K 0.01%
+61
625
$12K 0.01%
190
23 24
25
26 27