OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
-$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.41M
3
+$1.26M
4
WHR icon
Whirlpool
WHR
+$1.18M
5
UNH icon
UnitedHealth
UNH
+$1.15M

Top Sells

1
+$1.18M
2
+$845K
3
+$741K
4
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$729K
5
MBLY
Mobileye N.V.
MBLY
+$541K

Sector Composition

1 Healthcare 14.31%
2 Financials 12.62%
3 Technology 10.92%
4 Consumer Discretionary 8.71%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$239K 0.09%
28,950
227
$238K 0.09%
7,043
-4,885
228
$232K 0.09%
2,831
229
$230K 0.09%
676
230
$230K 0.09%
+8,925
231
$226K 0.09%
+40,063
232
$225K 0.09%
3,940
-910
233
$225K 0.09%
10,751
-3,359
234
$224K 0.09%
3,796
235
$224K 0.09%
+2,115
236
$224K 0.09%
5,500
-1,950
237
$223K 0.09%
2,340
238
$222K 0.09%
+7,046
239
$221K 0.09%
+2,075
240
$221K 0.09%
5,495
-945
241
$221K 0.09%
1,981
242
$220K 0.09%
1,995
-200
243
$220K 0.09%
1,986
+1
244
$218K 0.09%
8,855
245
$217K 0.09%
4,100
-200
246
$216K 0.09%
3,150
-280
247
$213K 0.08%
+18
248
$209K 0.08%
7,250
249
$208K 0.08%
+1,540
250
$207K 0.08%
3,200
8 9
10
11 12