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
701
$6K ﹤0.01%
100
702
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703
$6K ﹤0.01%
50
704
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705
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706
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36
707
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1,050
708
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709
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710
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+83
711
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2,000
+1,000
712
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300
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714
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715
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150
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717
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25
718
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719
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+123
720
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119
721
$6K ﹤0.01%
600
722
$6K ﹤0.01%
225
723
$5K ﹤0.01%
+7
724
$5K ﹤0.01%
+151
725
$5K ﹤0.01%
+104