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
726
$5K ﹤0.01%
+266
727
$5K ﹤0.01%
+91
728
$5K ﹤0.01%
150
-50
729
$5K ﹤0.01%
+116
730
$5K ﹤0.01%
+200
731
$5K ﹤0.01%
21
732
$5K ﹤0.01%
300
733
$5K ﹤0.01%
83
+1
734
$5K ﹤0.01%
145
-11
735
$5K ﹤0.01%
+810
736
$5K ﹤0.01%
35
-50
737
$5K ﹤0.01%
100
738
$5K ﹤0.01%
37
-11
739
$5K ﹤0.01%
104
740
$5K ﹤0.01%
137
741
$5K ﹤0.01%
400
742
$4K ﹤0.01%
+45
743
$4K ﹤0.01%
100
744
$4K ﹤0.01%
100
745
$4K ﹤0.01%
+24
746
$4K ﹤0.01%
319
-330
747
$4K ﹤0.01%
400
748
$4K ﹤0.01%
100
-3,130
749
$4K ﹤0.01%
28
750
$4K ﹤0.01%
100
28 29
30
31 32