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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$132K 0.06%
1,821
+80
227
$132K 0.06%
1,505
+44
228
$132K 0.06%
1,125
229
$131K 0.06%
3,085
230
$131K 0.06%
2,233
231
$131K 0.06%
1,000
+500
232
$130K 0.06%
1,856
+227
233
$129K 0.06%
500
234
$128K 0.06%
700
235
$128K 0.06%
255
236
$127K 0.06%
575
237
$127K 0.06%
260
238
$126K 0.06%
425
239
$125K 0.06%
1,314
240
$123K 0.06%
1,583
241
$122K 0.05%
3,075
242
$118K 0.05%
838
243
$117K 0.05%
1,350
+1,200
244
$116K 0.05%
1,500
+453
245
$115K 0.05%
1,908
-68
246
$115K 0.05%
6,000
247
$115K 0.05%
9,169
+104
248
$113K 0.05%
625
249
$113K 0.05%
1,527
250
$112K 0.05%
1,637
8 9
10
11 12