Optimize AI Smart Sentiment Event-Driven (OAIE) ETF Holdings & Analysis

What OAIE does

This actively managed exchange-traded fund (ETF) primarily invests in the stock market, focusing on the equity securities of companies publicly traded in the United States. Its strategy also permits investments in other pooled investment vehicles, including various ETFs and mutual funds, provided they also hold equity securities. Under typical market circumstances, the fund maintains a concentrated portfolio, comprising the equity shares of approximately 10 to 40 different companies. A significant part of its approach involves actively buying and selling these holdings around the time of corporate events affecting U.S. listed companies. It is important to note that this fund is non-diversified.

Fund profile

Sector allocation

PortView Portfolio Insights

PortView analyzes how OAIE fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Related securities

Related stocks

Frequently asked questions

What does OAIE track?

OAIE is the Optimize AI Smart Sentiment Event-Driven ETF, a Other ETF.

What is the expense ratio of OAIE?

Expense ratio data for OAIE is shown on the page when available from our data provider.

What are the largest holdings in OAIE?

OAIE's top holdings are listed on this page when available.

How can PortView analyze OAIE overlap with other ETFs?

PortView computes the holdings overlap between OAIE and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.