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
+$315K
2
+$304K
3
+$273K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$267K
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$242K

Top Sells

1
+$537K
2
+$393K
3
+$383K
4
BA icon
Boeing
BA
+$375K
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
801
$1K ﹤0.01%
20
802
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+50
803
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68
-932
804
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9
805
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50
806
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807
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34
808
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811
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815
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68
816
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+200
817
$1K ﹤0.01%
20
818
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819
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62
820
$1K ﹤0.01%
+3
821
– –
-39
822
$0 ﹤0.01%
2
-616
823
– –
-30
824
$0 ﹤0.01%
7
825
– –
-650
31 32
33
34 35