OPTIMIZE FINANCIAL INC
OPTIMIZE FINANCIAL INC runs OPTIMIZE FINANCIAL INC and currently holds 296 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $203.29M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. OPTIMIZE FINANCIAL INC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, OPTIMIZE FINANCIAL INC's portfolio at OPTIMIZE FINANCIAL INC has delivered returns of +15.52%. Their 3-year annualized return is +7.99%. Looking at the 5-year horizon, OPTIMIZE FINANCIAL INC has achieved +7.99% annualized returns at OPTIMIZE FINANCIAL INC.
Portfolio Value
$203.29M
Alpha Score
8.8
#0 of 1000
Holdings
296
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|