OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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%
148
702
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50
703
$6K ﹤0.01%
+219
704
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100
705
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36
706
$6K ﹤0.01%
1,050
707
$6K ﹤0.01%
+200
708
$6K ﹤0.01%
+62
709
$6K ﹤0.01%
+83
710
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2,000
+1,000
711
$6K ﹤0.01%
300
712
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+149
713
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+188
714
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150
715
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+225
716
$6K ﹤0.01%
25
717
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+48
718
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+109
719
$6K ﹤0.01%
119
720
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600
721
$6K ﹤0.01%
225
722
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400
723
$5K ﹤0.01%
+7
724
$5K ﹤0.01%
145
-11
725
$5K ﹤0.01%
+810