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Home > Institutional Investor > Optimize Financial Inc > Profile

Instuitional Investor - Optimize Financial Inc

Fund Profile
Filing Period:
Fund Name: Optimize Financial Inc
Portfolio Value $133,433,663
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Applovin Corp
 APP 11,551 $3,740,560 2.8%
2.
Ttm Technologies Inc
 TTMI 96,474 $2,387,732 1.78%
3.
Salesforce Inc.
 CRM 6,988 $2,336,298 1.75%
4.
Crowdstrike Holdings Inc.
 CRWD 6,717 $2,298,289 1.72%
5.
Wix.com Ltd.
 WIX 10,605 $2,275,303 1.7%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)