StockDriftsStockDriftsTop 50 Optima Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 3.78% | 209.6K | $8.1M | +2.34%(+4.79K) | $34.54(+25.12%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.73% | 105.1K | $8.0M | -13.79%(-16.80K) | $78.50(+11.30%) | 2026-03-31 | |
| SPBU | AIM ETF PRODUCTS TRUST | 3.19% | 252.7K | $6.9M | +152.83%(+152.78K) | $27.67(+8.91%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.86% | 32.1K | $6.2M | +13.14%(+3.73K) | $177.25(+14.49%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 2.75% | 128.7K | $5.9M | +5.73%(+6.97K) | $46.05(-0.13%) | 2026-03-31 | |
| DBND | DOUBLELINE ETF TRUST | 2.71% | 127.5K | $5.8M | +6.18%(+7.41K) | $46.18(-1.40%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.68% | 18.0K | $5.8M | +1.50%(+265) | $286.93(+27.11%) | 2026-03-31 | |
| GVAL | CAMBRIA ETF TR | 2.61% | 169.4K | $5.6M | +13.22%(+19.77K) | $27.42(+28.54%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 2.49% | 99.6K | $5.4M | +0.83%(+825) | $54.08(-1.40%) | 2026-03-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 2.17% | 40.7K | $4.7M | +36.33%(+10.85K) | $101.09(+23.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.07% | +16.00% |
| Top 20 Holdings Unweighted | +5.68% | +18.01% |
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