OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+4.92%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$244M
AUM Growth
–
Cap. Flow
+$244M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
22.2%
Holding
736
New
733
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$7.6M |
| 2 |
Gilead Sciences
GILD
|
$7.23M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$7.18M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$7.14M |
| 5 |
Apple
AAPL
|
$5.34M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 12.89% |
| 2 | Healthcare | 11.47% |
| 3 | Technology | 10.76% |
| 4 | Industrials | 10.08% |
| 5 | Energy | 7.69% |
