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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
876
$0 ﹤0.01%
+2
877
$0 ﹤0.01%
20
-30
878
– –
-52
879
$0 ﹤0.01%
8
880
– –
-10
881
– –
-2,432
882
– –
-70
883
– –
-200
884
– –
-1,700
885
$0 ﹤0.01%
1
886
– –
0
887
– –
-1,500
888
– –
-7
889
– –
-30
890
– –
-250
891
– –
-600
892
– –
-12,600
893
$0 ﹤0.01%
+689
894
– –
-176
895
– –
-60
896
– –
-1,074
897
– –
-70
898
– –
-25
899
– –
-2,000
900
– –
-525
33 34 35
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