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
101
$527K 0.22%
3,787
102
$525K 0.22%
11,250
103
$524K 0.22%
2,172
104
$523K 0.22%
7,108
105
$521K 0.22%
4,002
+17
106
$519K 0.22%
13,547
-350
107
$510K 0.21%
2,404
108
$499K 0.21%
2,192
109
$485K 0.2%
24,025
-3,423
110
$484K 0.2%
3,100
-200
111
$481K 0.2%
4,753
-3
112
$472K 0.2%
3,788
+953
113
$465K 0.2%
115,500
+29,100
114
$461K 0.19%
5,535
+116
115
$461K 0.19%
8,300
116
$460K 0.19%
21,748
-2,400
117
$450K 0.19%
3,416
+25
118
$446K 0.19%
5,800
-250
119
$441K 0.19%
1,441
120
$436K 0.18%
3,314
-64
121
$432K 0.18%
184
+4
122
$428K 0.18%
2,850
+525
123
$425K 0.18%
14,900
+8,700
124
$411K 0.17%
4,000
125
$410K 0.17%
9,918
3 4
5
6 7