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
176
$256K 0.11%
2,119
-515
177
$255K 0.11%
8,658
+600
178
$255K 0.11%
15,224
-5,595
179
$253K 0.11%
3,000
180
$242K 0.1%
4,952
+52
181
$239K 0.1%
5,108
182
$235K 0.1%
13,905
+10
183
$231K 0.1%
2,150
184
$229K 0.1%
1,836
-462
185
$229K 0.1%
28,300
186
$228K 0.1%
3,000
187
$227K 0.1%
1,125
+525
188
$225K 0.09%
2,165
+1,050
189
$225K 0.09%
5,368
-2,742
190
$224K 0.09%
3,700
-500
191
$223K 0.09%
2,199
-200
192
$223K 0.09%
925
193
$222K 0.09%
4,953
194
$221K 0.09%
12,425
-690
195
$221K 0.09%
8,721
+171
196
$219K 0.09%
5,550
-200
197
$216K 0.09%
2,900
+104
198
$213K 0.09%
489
-21
199
$209K 0.09%
4,550
-218
200
$209K 0.09%
2,025
+75
6 7
8
9 10