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
676
$8K ﹤0.01%
161
+111
677
$8K ﹤0.01%
85
678
$8K ﹤0.01%
375
679
$8K ﹤0.01%
200
680
$7K ﹤0.01%
500
681
$7K ﹤0.01%
+212
682
$7K ﹤0.01%
126
683
$7K ﹤0.01%
+377
684
$7K ﹤0.01%
+303
685
$7K ﹤0.01%
400
686
$7K ﹤0.01%
350
687
$7K ﹤0.01%
+69
688
$7K ﹤0.01%
65
689
$7K ﹤0.01%
312
690
$7K ﹤0.01%
+250
691
$7K ﹤0.01%
+128
692
$7K ﹤0.01%
45
693
$7K ﹤0.01%
+358
694
$7K ﹤0.01%
500
695
$7K ﹤0.01%
20,000
696
$7K ﹤0.01%
230
+100
697
$6K ﹤0.01%
400
698
$6K ﹤0.01%
125
699
$6K ﹤0.01%
240
700
$6K ﹤0.01%
+47