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
$195M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$138K
3
+$124K
4
ANET icon
Arista Networks
ANET
+$120K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$114K

Top Sells

1
+$472K
2
+$393K
3
+$359K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$298K
5
APH icon
Amphenol
APH
+$191K

Sector Composition

1 Technology 22.3%
2 Healthcare 9.85%
3 Financials 8.53%
4 Industrials 8.42%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$131K 0.07%
2,050
227
$128K 0.07%
1,883
-300
228
$128K 0.07%
3,000
229
$127K 0.06%
923
-725
230
$126K 0.06%
4,375
+2,075
231
$125K 0.06%
2,030
-600
232
$125K 0.06%
1,600
233
$124K 0.06%
4,000
-1,000
234
$123K 0.06%
592
+1
235
$123K 0.06%
6,112
236
$123K 0.06%
330
237
$121K 0.06%
540
238
$120K 0.06%
+2,600
239
$119K 0.06%
21,886
-3,391
240
$119K 0.06%
900
+100
241
$118K 0.06%
550
242
$118K 0.06%
200
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243
$117K 0.06%
2,000
244
$116K 0.06%
1,550
245
$115K 0.06%
503
+348
246
$114K 0.06%
2,202
247
$114K 0.06%
+4,885
248
$114K 0.06%
260
249
$113K 0.06%
600
250
$113K 0.06%
1,300
8 9
10
11 12