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
201
$209K 0.09%
4,765
+3
202
$205K 0.09%
1,850
203
$204K 0.09%
1,350
+1,200
204
$200K 0.08%
6,280
+2
205
$198K 0.08%
3,500
-500
206
$198K 0.08%
1,450
207
$197K 0.08%
+19,500
208
$194K 0.08%
4,000
-300
209
$193K 0.08%
2,795
-3,311
210
$193K 0.08%
1,670
+127
211
$193K 0.08%
1,050
+50
212
$192K 0.08%
3,220
213
$190K 0.08%
851
214
$189K 0.08%
7,482
-62
215
$189K 0.08%
2,200
-50
216
$185K 0.08%
2,000
-300
217
$185K 0.08%
1,839
-278
218
$184K 0.08%
+275
219
$184K 0.08%
1,767
+97
220
$182K 0.08%
3,075
221
$181K 0.08%
4,900
222
$181K 0.08%
6,000
223
$181K 0.08%
985
-101
224
$180K 0.08%
2,000
225
$180K 0.08%
10,655
+100
7 8
9
10 11