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
851
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852
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853
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854
$0 ﹤0.01%
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+2
857
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859
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860
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861
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862
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863
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864
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865
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866
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867
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868
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869
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870
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871
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872
$0 ﹤0.01%
3
873
$0 ﹤0.01%
20
874
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-325
875
– –
-450
33 34
35
36 37