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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$111K 0.05%
20,400
252
$110K 0.05%
1,614
+72
253
$110K 0.05%
2,078
254
$110K 0.05%
3,000
255
$110K 0.05%
355
256
$109K 0.05%
800
257
$109K 0.05%
450
258
$107K 0.05%
850
259
$106K 0.05%
5,398
-1,348
260
$106K 0.05%
2,296
-500
261
$106K 0.05%
2,000
+200
262
$104K 0.05%
2,667
-584
263
$103K 0.05%
400
264
$101K 0.05%
1,000
265
$100K 0.05%
275
266
$99.6K 0.04%
2,050
267
$99.1K 0.04%
1,000
268
$98.3K 0.04%
500
269
$98K 0.04%
3,300
270
$97.2K 0.04%
377
+1
271
$96.3K 0.04%
+1,200
272
$95.4K 0.04%
1,499
+30
273
$95.3K 0.04%
2,004
274
$95.1K 0.04%
912
+1
275
$94.7K 0.04%
950
+800
9 10
11
12 13