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
$259M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$913K
3
+$913K
4
GE icon
GE Aerospace
GE
+$734K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$711K

Top Sells

1
+$1.15M
2
+$697K
3
+$673K
4
AVGO icon
Broadcom
AVGO
+$405K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$392K

Sector Composition

1 Healthcare 15.21%
2 Financials 13.09%
3 Technology 11.77%
4 Consumer Discretionary 8.29%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$219K 0.08%
+1,981
252
$218K 0.08%
7,742
+48
253
$218K 0.08%
8,710
-1,065
254
$214K 0.08%
2,340
-250
255
$213K 0.08%
+5,570
256
$212K 0.08%
+2,129
257
$211K 0.08%
2,360
-800
258
$206K 0.08%
+1,988
259
$205K 0.08%
13,712
-10,901
260
$202K 0.08%
7,250
-1,000
261
$192K 0.07%
31,500
262
$185K 0.07%
30,000
263
$172K 0.07%
27,000
264
$170K 0.07%
18,902
265
$168K 0.07%
2,594
-838
266
$147K 0.06%
+10,979
267
$119K 0.05%
17,700
268
$98K 0.04%
10,000
269
$96K 0.04%
11,000
270
$90K 0.03%
12,187
+198
271
$87K 0.03%
+4,000
272
$84K 0.03%
12,000
273
$58K 0.02%
12,782
+297
274
$56K 0.02%
20,000
275
$34K 0.01%
125,000
8 9 10
11
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