OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$166K 0.07%
+5,851
227
$164K 0.07%
+3,530
228
$162K 0.07%
+2,853
229
$160K 0.07%
+3,700
230
$159K 0.07%
+3,110
231
$158K 0.06%
+2,042
232
$158K 0.06%
+3,000
233
$157K 0.06%
+2,480
234
$155K 0.06%
+7,690
235
$152K 0.06%
+2,025
236
$147K 0.06%
+17,250
237
$146K 0.06%
+2,624
238
$144K 0.06%
+1,823
239
$143K 0.06%
+2,591
240
$143K 0.06%
+2,300
241
$142K 0.06%
+2,980
242
$141K 0.06%
+3,300
243
$141K 0.06%
+1,625
244
$140K 0.06%
+4,630
245
$139K 0.06%
+1,275
246
$139K 0.06%
+950
247
$138K 0.06%
+4,450
248
$137K 0.06%
+4,093
249
$137K 0.06%
+4,800
250
$136K 0.06%
+2,700
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