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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$221K 0.07%
2,715
+19
252
$220K 0.07%
1,813
253
$220K 0.07%
2,348
-100
254
$220K 0.07%
1,980
-300
255
$217K 0.07%
6,732
-4,993
256
$213K 0.07%
10,100
257
$213K 0.07%
2,800
258
$211K 0.07%
2,310
-2,037
259
$209K 0.07%
2,394
-100
260
$208K 0.07%
4,080
-82
261
$206K 0.07%
1,749
+925
262
$205K 0.07%
905
-825
263
$203K 0.07%
1,401
264
$200K 0.06%
1,700
+800
265
$200K 0.06%
2,100
266
$199K 0.06%
1,025
267
$199K 0.06%
5,008
-1,173
268
$199K 0.06%
3,609
+500
269
$199K 0.06%
8,300
-2,100
270
$197K 0.06%
3,695
271
$197K 0.06%
2,025
272
$196K 0.06%
3,751
-822
273
$195K 0.06%
7,890
-2,000
274
$193K 0.06%
700
275
$193K 0.06%
+2,375
9 10
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