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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$134K 0.06%
+1,975
252
$134K 0.06%
+5,135
253
$133K 0.05%
+1,055
254
$132K 0.05%
+8,440
255
$130K 0.05%
+1,500
256
$130K 0.05%
+1,400
257
$129K 0.05%
+1,994
258
$129K 0.05%
+3,490
259
$128K 0.05%
+2,120
260
$122K 0.05%
+950
261
$121K 0.05%
+1,500
262
$120K 0.05%
+3,000
263
$120K 0.05%
+5,200
264
$119K 0.05%
+4,000
265
$117K 0.05%
+1,310
266
$117K 0.05%
+2,500
267
$117K 0.05%
+7,790
268
$115K 0.05%
+2,445
269
$111K 0.05%
+4,625
270
$110K 0.05%
+1,850
271
$109K 0.04%
+2,726
272
$108K 0.04%
+3,019
273
$105K 0.04%
+1,680
274
$105K 0.04%
+1,800
275
$104K 0.04%
+900
9 10
11
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