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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$236K 0.08%
4,942
-4,718
227
$236K 0.08%
+2,000
228
$235K 0.08%
24,579
+266
229
$233K 0.08%
2,602
-525
230
$233K 0.08%
2,039
-1,560
231
$232K 0.08%
3,660
-680
232
$231K 0.08%
7,975
+800
233
$230K 0.08%
+11,550
234
$228K 0.08%
8,250
-225
235
$226K 0.07%
2,060
-1,237
236
$224K 0.07%
3,440
237
$222K 0.07%
5,501
238
$221K 0.07%
4,654
+685
239
$221K 0.07%
2,266
240
$218K 0.07%
9,995
-1,040
241
$217K 0.07%
5,740
+5,400
242
$217K 0.07%
4,090
243
$216K 0.07%
2,831
-605
244
$216K 0.07%
1,875
+300
245
$213K 0.07%
3,684
+909
246
$210K 0.07%
1,984
247
$209K 0.07%
2,444
248
$208K 0.07%
7,746
+18
249
$207K 0.07%
1,485
250
$205K 0.07%
5,260
+184
8 9
10
11 12