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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
901
– –
-625
902
$0 ﹤0.01%
25
903
– –
-7
904
– –
-1,000
905
– –
-200
906
– –
-200
907
– –
-2,000
908
– –
-157
909
– –
-1,100
910
– –
-100
911
– –
-500
912
$0 ﹤0.01%
104
+1
913
$0 ﹤0.01%
36
914
– –
-8
915
– –
-3,000
916
– –
-50
917
$0 ﹤0.01%
43
918
– –
-100
919
– –
-40
920
– –
-2,500
33 34 35 36
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