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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$195K 0.07%
7,210
227
$194K 0.07%
7,175
+100
228
$191K 0.07%
34,650
-6,000
229
$190K 0.07%
1,943
230
$190K 0.07%
4,090
231
$189K 0.07%
894
+40
232
$184K 0.07%
2,025
233
$183K 0.07%
3,836
-10
234
$182K 0.07%
3,850
235
$182K 0.07%
3,380
+200
236
$180K 0.07%
2,480
237
$179K 0.07%
3,125
238
$175K 0.07%
4,376
239
$174K 0.07%
6,850
-400
240
$173K 0.07%
4,900
-500
241
$172K 0.06%
2,900
-800
242
$172K 0.06%
1,150
243
$171K 0.06%
17,250
244
$170K 0.06%
4,800
245
$165K 0.06%
1,333
-263
246
$165K 0.06%
3,000
247
$160K 0.06%
1,823
248
$159K 0.06%
+7,315
249
$156K 0.06%
3,545
+57
250
$156K 0.06%
1,603
8 9
10
11 12