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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$155K 0.06%
4,000
252
$154K 0.06%
3,251
+675
253
$153K 0.06%
3,550
-250
254
$153K 0.06%
1,675
255
$151K 0.06%
1,900
256
$150K 0.06%
2,240
-246
257
$150K 0.06%
2,624
258
$147K 0.06%
1,811
-700
259
$146K 0.05%
2,250
260
$146K 0.05%
3,000
+700
261
$144K 0.05%
1,055
262
$143K 0.05%
+3,782
263
$142K 0.05%
8,440
264
$141K 0.05%
4,485
265
$139K 0.05%
1,300
266
$135K 0.05%
1,800
267
$134K 0.05%
+2,145
268
$134K 0.05%
3,000
269
$133K 0.05%
3,327
270
$133K 0.05%
7,790
271
$130K 0.05%
3,400
-200
272
$129K 0.05%
3,500
+2,700
273
$125K 0.05%
2,445
274
$125K 0.05%
4,053
+80
275
$125K 0.05%
2,972
-2,000
9 10
11
12 13