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
$195M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$138K
3
+$124K
4
ANET icon
Arista Networks
ANET
+$120K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$114K

Top Sells

1
+$472K
2
+$393K
3
+$359K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$298K
5
APH icon
Amphenol
APH
+$191K

Sector Composition

1 Technology 22.3%
2 Healthcare 9.85%
3 Financials 8.53%
4 Industrials 8.42%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$113K 0.06%
700
252
$111K 0.06%
2,796
-1,517
253
$109K 0.06%
2,300
254
$108K 0.06%
535
255
$107K 0.05%
1,125
256
$106K 0.05%
2,850
257
$106K 0.05%
1,800
258
$105K 0.05%
8,575
259
$104K 0.05%
2,700
260
$104K 0.05%
1,613
+51
261
$103K 0.05%
9,831
262
$102K 0.05%
1,299
+1
263
$101K 0.05%
258
264
$101K 0.05%
7,190
265
$101K 0.05%
838
266
$101K 0.05%
400
267
$100K 0.05%
501
+1
268
$99.8K 0.05%
826
269
$98.4K 0.05%
938
270
$95.8K 0.05%
1,105
-5
271
$95.4K 0.05%
575
272
$94.7K 0.05%
1,212
-102
273
$94K 0.05%
1,065
274
$93.4K 0.05%
1,500
275
$93K 0.05%
328
-284
9 10
11
12 13