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
651
$9K ﹤0.01%
200
652
$9K ﹤0.01%
50
653
$9K ﹤0.01%
+125
654
$9K ﹤0.01%
50
+11
655
$9K ﹤0.01%
395
+60
656
$9K ﹤0.01%
+600
657
$9K ﹤0.01%
+221
658
$9K ﹤0.01%
+41
659
$9K ﹤0.01%
477
660
$9K ﹤0.01%
360
661
$9K ﹤0.01%
250
662
$9K ﹤0.01%
158
663
$9K ﹤0.01%
400
-175
664
$9K ﹤0.01%
129
665
$9K ﹤0.01%
1,000
666
$9K ﹤0.01%
25
667
$9K ﹤0.01%
261
668
$8K ﹤0.01%
200
669
$8K ﹤0.01%
200
670
$8K ﹤0.01%
110
671
$8K ﹤0.01%
+106
672
$8K ﹤0.01%
7
-100
673
$8K ﹤0.01%
+25
674
$8K ﹤0.01%
119
+1
675
$8K ﹤0.01%
51
25 26
27
28 29