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
76
$669K 0.28%
3,015
-71
77
$665K 0.28%
2,752
-77
78
$653K 0.28%
6,000
+500
79
$646K 0.27%
2,852
80
$645K 0.27%
13,972
+1
81
$644K 0.27%
15,633
-1,500
82
$644K 0.27%
7,600
83
$634K 0.27%
29,107
84
$629K 0.27%
5,305
-300
85
$621K 0.26%
36,400
+3,400
86
$612K 0.26%
3,850
87
$607K 0.26%
2,840
-150
88
$607K 0.26%
29,777
-694
89
$607K 0.26%
11,613
-250
90
$607K 0.26%
1,675
-609
91
$606K 0.26%
5,123
-689
92
$585K 0.25%
1,955
-85
93
$583K 0.25%
9,050
94
$572K 0.24%
39,427
-768
95
$563K 0.24%
2,939
-1,867
96
$563K 0.24%
36,600
97
$562K 0.24%
7,747
-100
98
$544K 0.23%
4,960
99
$543K 0.23%
6,616
-104
100
$529K 0.22%
5,400
-500
2 3
4
5 6