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
776
$3K ﹤0.01%
25
777
$3K ﹤0.01%
160
778
$2K ﹤0.01%
75
779
$2K ﹤0.01%
50
780
$2K ﹤0.01%
8
781
$2K ﹤0.01%
+500
782
$2K ﹤0.01%
5
-10
783
$2K ﹤0.01%
240
784
$2K ﹤0.01%
25
785
$2K ﹤0.01%
+100
786
$2K ﹤0.01%
40
-125
787
$2K ﹤0.01%
55
788
$2K ﹤0.01%
12
789
$2K ﹤0.01%
39
790
$2K ﹤0.01%
470
791
$2K ﹤0.01%
40
792
$2K ﹤0.01%
12
793
$2K ﹤0.01%
1,000
794
$2K ﹤0.01%
35
795
$2K ﹤0.01%
12
796
$2K ﹤0.01%
26
797
$1K ﹤0.01%
100
798
$1K ﹤0.01%
+200
799
$1K ﹤0.01%
+3
800
$1K ﹤0.01%
68
30 31
32
33 34