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
801
$1K ﹤0.01%
40
802
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17
803
$1K ﹤0.01%
+50
804
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12
805
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20
806
$1K ﹤0.01%
50
807
$1K ﹤0.01%
16
808
$1K ﹤0.01%
34
809
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62
810
$1K ﹤0.01%
50
811
$1K ﹤0.01%
11
812
$1K ﹤0.01%
50
813
$1K ﹤0.01%
9
814
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68
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815
$1K ﹤0.01%
+50
816
$1K ﹤0.01%
20
817
$1K ﹤0.01%
15
-1,200
818
$1K ﹤0.01%
8
+1
819
$1K ﹤0.01%
20
820
$1K ﹤0.01%
7
821
– –
-3,000
822
– –
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823
– –
-60
824
– –
-500
825
– –
-176
31 32
33
34 35