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
$259M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$913K
3
+$913K
4
GE icon
GE Aerospace
GE
+$734K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$711K

Top Sells

1
+$1.15M
2
+$697K
3
+$673K
4
AVGO icon
Broadcom
AVGO
+$405K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$392K

Sector Composition

1 Healthcare 15.21%
2 Financials 13.09%
3 Technology 11.77%
4 Consumer Discretionary 8.29%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$254K 0.1%
2,750
227
$253K 0.1%
2,831
228
$250K 0.1%
2,655
+302
229
$247K 0.1%
12,660
230
$244K 0.09%
6,225
231
$241K 0.09%
4,305
232
$240K 0.09%
3,170
-380
233
$240K 0.09%
5,148
234
$239K 0.09%
2,239
+128
235
$237K 0.09%
7,374
-1,054
236
$237K 0.09%
3,252
237
$235K 0.09%
+17,000
238
$232K 0.09%
2,195
-850
239
$231K 0.09%
3,430
-257
240
$230K 0.09%
+676
241
$230K 0.09%
+28,950
242
$229K 0.09%
8,855
-915
243
$227K 0.09%
+4,825
244
$225K 0.09%
2,800
245
$225K 0.09%
3,890
246
$224K 0.09%
+3,200
247
$224K 0.09%
1,985
-613
248
$221K 0.09%
3,796
249
$220K 0.09%
4,300
250
$219K 0.08%
+4,000
8 9
10
11 12