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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$103K 0.04%
+10,920
277
$102K 0.04%
+4,260
278
$101K 0.04%
+1,400
279
$101K 0.04%
+3,765
280
$99K 0.04%
+2,550
281
$97K 0.04%
+2,234
282
$96K 0.04%
+4,840
283
$95K 0.04%
+8,616
284
$95K 0.04%
+2,123
285
$93K 0.04%
+1,800
286
$93K 0.04%
+1,500
287
$93K 0.04%
+1,950
288
$92K 0.04%
+1,895
289
$92K 0.04%
+8,400
290
$91K 0.04%
+115,000
291
$90K 0.04%
+950
292
$90K 0.04%
+5,900
293
$88K 0.04%
+1,890
294
$88K 0.04%
+2,337
295
$88K 0.04%
+10,200
296
$87K 0.04%
+1,567
297
$87K 0.04%
+7,000
298
$86K 0.04%
+7,500
299
$86K 0.04%
+1,875
300
$86K 0.04%
+2,600
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