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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$125K 0.05%
7,200
+2,000
277
$123K 0.05%
4,625
278
$122K 0.05%
1,400
279
$119K 0.04%
2,234
280
$117K 0.04%
2,120
281
$117K 0.04%
975
-300
282
$117K 0.04%
1,425
283
$117K 0.04%
1,310
284
$115K 0.04%
3,650
285
$113K 0.04%
125,000
+10,000
286
$112K 0.04%
5,640
+800
287
$112K 0.04%
4,260
288
$109K 0.04%
1,835
-155
289
$108K 0.04%
5,985
-3,600
290
$108K 0.04%
1,800
291
$107K 0.04%
6,804
+1,764
292
$107K 0.04%
921
293
$107K 0.04%
8,400
294
$103K 0.04%
1,800
295
$102K 0.04%
4,690
-1,600
296
$102K 0.04%
900
297
$102K 0.04%
2,123
+531
298
$101K 0.04%
2,582
-175
299
$101K 0.04%
3,300
300
$100K 0.04%
5,200
10 11
12
13 14