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
626
$12K 0.01%
+250
627
$12K 0.01%
+275
628
$12K 0.01%
810
629
$12K 0.01%
100
630
$12K 0.01%
30
631
$12K 0.01%
455
632
$12K 0.01%
5,100
-700
633
$12K 0.01%
492
634
$11K ﹤0.01%
+100
635
$11K ﹤0.01%
500
636
$11K ﹤0.01%
50
637
$11K ﹤0.01%
280
-6,005
638
$11K ﹤0.01%
+98
639
$11K ﹤0.01%
80
640
$11K ﹤0.01%
101
+64
641
$11K ﹤0.01%
100
642
$11K ﹤0.01%
+224
643
$10K ﹤0.01%
500
644
$10K ﹤0.01%
300
645
$10K ﹤0.01%
20
646
$10K ﹤0.01%
4,056
647
$10K ﹤0.01%
604
648
$10K ﹤0.01%
72
-200
649
$10K ﹤0.01%
393
650
$10K ﹤0.01%
300
24 25
26
27 28