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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$264K 0.09%
3,050
-1,000
227
$263K 0.09%
3,731
-2,510
228
$261K 0.08%
3,400
-500
229
$260K 0.08%
3,267
230
$259K 0.08%
551
231
$258K 0.08%
5,952
232
$257K 0.08%
4,302
+184
233
$256K 0.08%
2,150
234
$255K 0.08%
4,650
-30
235
$253K 0.08%
4,876
-107
236
$251K 0.08%
2,800
+200
237
$250K 0.08%
720
-70
238
$249K 0.08%
10,350
-2,100
239
$248K 0.08%
1,767
240
$247K 0.08%
5,268
241
$244K 0.08%
5,770
+1
242
$244K 0.08%
4,350
243
$243K 0.08%
8,300
244
$241K 0.08%
2,000
245
$241K 0.08%
+4,895
246
$237K 0.08%
1,945
+300
247
$227K 0.07%
6,211
248
$225K 0.07%
1,200
-1,000
249
$222K 0.07%
3,413
250
$222K 0.07%
1,620
+1
8 9
10
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