OIA
Optimum Investment Advisors Portfolio holdings
AUM
$252M
1-Year Est. Return
26.44%
This Fund
S&P 500
1 Year Est. Return
+26.44%
AUM
$252M
AUM Growth
+$21.7M
(+9.4%)
Holding
630
Top Buys
| 1 | +$372K | |
| 2 | +$307K | |
| 3 | +$281K | |
| 4 |
SPDR Gold Trust
GLD
|
+$257K |
| 5 |
Parsons
PSN
|
+$216K |
Top Sells
| 1 | +$523K | |
| 2 | +$240K | |
| 3 | +$176K | |
| 4 |
Apple
AAPL
|
+$141K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$137K |
Sector Composition
| 1 | Technology | 28.54% |
| 2 | Financials | 8.83% |
| 3 | Industrials | 8.52% |
| 4 | Communication Services | 6.55% |
| 5 | Healthcare | 6.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
Sea Limited
SE
$50.9B
| – | – |
-200
|
|
||
627
Vanguard Real Estate ETF
VNQ
$35.7B
| – | – |
-220
|
|
||
|
WBA
628
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-1,993
|
|
||
629
Invesco S&P SmallCap Momentum ETF
XSMO
$2.26B
| – | – |
-253
|
|
||
630
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.14B
| – | – |
-200
|
|