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
51
$1M 0.42%
40,251
+95
52
$1M 0.42%
176,003
+7,000
53
$980K 0.41%
18,350
+5,000
54
$980K 0.41%
18,924
-1,319
55
$967K 0.41%
7,320
56
$919K 0.39%
6,636
-72
57
$918K 0.39%
11,120
-283
58
$897K 0.38%
4,285
-290
59
$893K 0.38%
2,150
-430
60
$865K 0.36%
7,743
-1
61
$863K 0.36%
40,605
62
$845K 0.36%
2,352
+57
63
$835K 0.35%
5,501
64
$835K 0.35%
39,580
65
$796K 0.34%
2,410
-425
66
$781K 0.33%
5,114
-109
67
$780K 0.33%
14,500
+500
68
$733K 0.31%
2,200
69
$727K 0.31%
3,540
70
$721K 0.3%
7,922
-987
71
$707K 0.3%
33,555
72
$698K 0.29%
11,884
+4,299
73
$697K 0.29%
3,282
74
$692K 0.29%
2,773
-27
75
$672K 0.28%
8,481
1 2
3
4 5