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Optimize Strategy Index (OPTZ) ETF Holdings & Analysis
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What OPTZ does
The Optimize Strategy Index ETF (OPTZ) is an exchange-traded fund offering individual investors a path to participate in the sustained expansion of innovative U.S. enterprises. Throughout history, the American stock market has consistently favored those who have demonstrated unwavering conviction in the capacity of successful companies to enhance shareholder wealth.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| DXC Technology Co | 1.55% | |
| Synopsys Inc | 1.38% | |
| Texas Instruments Inc | 1.37% | |
| Analog Devices Inc | 1.34% | |
| Advanced Micro Devices Inc | 1.34% | |
| Cadence Design Systems Inc | 1.34% | |
| NXP Semiconductors NV | 1.27% | |
| Ciena Corp | 1.25% | |
| Teledyne Technologies Inc | 1.23% | |
| Roper Technologies Inc | 1.22% |
Sector allocation
| Technology | 41.47% |
| Financial Services | 12.87% |
| Healthcare | 11.37% |
| Consumer Cyclical | 10.15% |
| Industrials | 7.38% |
| Energy | 7.03% |
| Consumer Defensive | 3.27% |
| Real Estate | 2.42% |
| Basic Materials | 1.69% |
| Utilities | 1.46% |
| Communication Services | 0.86% |
Geographic allocation
| United States | 93.58% |
| Netherlands | 1.21% |
| Cayman Islands | 1.00% |
| Canada | 0.85% |
| Bermuda | 0.84% |
| Ireland | 0.51% |
| United Kingdom | 0.46% |
| Switzerland | 0.40% |
| Uruguay | 0.25% |
| Peru | 0.25% |
PortView Portfolio Insights
PortView analyzes how OPTZ 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.
Analyze OPTZ in PortView →Related securities
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Frequently asked questions
- What does OPTZ track?
- OPTZ is the Optimize Strategy Index ETF, a Other ETF.
- What is the expense ratio of OPTZ?
- Expense ratio data for OPTZ is shown on the page when available from our data provider.
- What are the largest holdings in OPTZ?
- Top holdings include DXC, SNPS, TXN, ADI, AMD.
- How can PortView analyze OPTZ overlap with other ETFs?
- PortView computes the holdings overlap between OPTZ and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.