OAIE

$28.30 ()
AUM $567KER 1.03%NAV $28.33Holdings

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

$28.30$28.30

Avg Volume

28

Dividend Yield

0.99%

Expense Ratio

1.03%

AUM

$567K

Shares Outstanding

20.0K

Sector Breakdown

SectorWeight %
Healthcare24.45%
Technology23.52%
Industrials21.43%
Energy9.51%
Consumer Cyclical8.99%
Financial Services6.11%
Consumer Defensive5.99%

Fund Information

Category
Healthcare
Inception Date
Jun 21, 2022
Description
The fund is an actively-managed, exchange-traded fund (“ETF”) that pursues its investment objective by investing primarily in the equity securities of U.S. listed companies. It will also invest in the securities of other investment companies, including other ETFs and mutual funds, that invest in equity securities. Under normal market conditions, the fund’s portfolio will be composed of the equity securities of approximately 10 to 40 issuers. The fund will typically trade portfolio securities before and after corporate events of U.S. listed companies. It is non-diversified.

Similar ETFs

SymbolNameAUM
IWMiShares Russell 2000 ETF$75.96B
XLVState Street Health Care Select Sector SPDR ETF$38.76B
VHTVanguard Health Care ETF$18.60B
VTWOVanguard Russell 2000 ETF$14.50B
IWOiShares Russell 2000 Growth ETF$13.72B

The Optimize AI Smart Sentiment Event-Driven ETF (OAIE) is an exchange-traded fund that launched on Jun 21, 2022. It currently manages $567K in assets under management. The fund charges an expense ratio of 1.03%. It falls under the Healthcare category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
1W
1M
3M
6M
YTD
1Y
+0.00%
3Y
+4.31%
5Y
+14.55%

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$28.30

Current Price

$28.30

52-Week Low

$28.30

$28.30$28.30

Current Yield

0.99%

Annual Dividend

$1.3302

Frequency

1x/year

Last Ex-Date

Dec 19, 2023

Dividend History

Ex-DateAmountPay Date
Dec 19, 2023$1.2635Dec 21, 2023
Dec 20, 2022$0.0667Dec 22, 2022

Dividend Payments Over Time

Category Comparison

MetricOAIEHealthcare(212 ETFs)Artificial Intelligence(85 ETFs)
Fund Info
Expense Ratio1.03%0.61%0.76%
AUM$567K$1.20B$372.9M
Dividend Yield0.99%3.25%4.09%
Avg Volume28344.9K149.9K
Holdings18147
Performance
1-Month Return+5.25%+10.23%
6-Month Return+6.85%+8.09%
YTD Return+2.72%+9.38%
1-Year Return+30.99%+54.78%

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