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
751
$4K ﹤0.01%
272
752
$4K ﹤0.01%
200
753
$4K ﹤0.01%
42
754
$3K ﹤0.01%
+300
755
$3K ﹤0.01%
150
756
$3K ﹤0.01%
32
757
$3K ﹤0.01%
141
758
$3K ﹤0.01%
162
+10
759
$3K ﹤0.01%
48
760
$3K ﹤0.01%
+100
761
$3K ﹤0.01%
52
762
$3K ﹤0.01%
+109
763
$3K ﹤0.01%
+44
764
$3K ﹤0.01%
+56
765
$3K ﹤0.01%
50
766
$3K ﹤0.01%
25
767
$3K ﹤0.01%
120
768
$3K ﹤0.01%
101
769
$3K ﹤0.01%
58
770
$3K ﹤0.01%
1,000
771
$3K ﹤0.01%
+400
772
$3K ﹤0.01%
17
-168
773
$3K ﹤0.01%
11
774
$3K ﹤0.01%
500
775
$3K ﹤0.01%
27
29 30
31
32 33