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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$177K 0.06%
4,800
277
$176K 0.06%
3,125
278
$174K 0.06%
2,650
279
$174K 0.06%
12,319
+6,413
280
$173K 0.06%
17,250
281
$172K 0.06%
2,497
282
$172K 0.06%
6,850
283
$171K 0.06%
5,025
284
$170K 0.06%
6,740
285
$170K 0.06%
3,240
286
$169K 0.06%
7,585
-1,092
287
$167K 0.06%
1,150
288
$166K 0.06%
2,624
289
$165K 0.05%
1,256
-15
290
$163K 0.05%
1,657
+1
291
$163K 0.05%
4,553
+895
292
$158K 0.05%
1,404
+722
293
$157K 0.05%
3,106
-473
294
$156K 0.05%
3,650
295
$156K 0.05%
2,025
296
$154K 0.05%
1,393
-400
297
$151K 0.05%
4,264
+1,352
298
$150K 0.05%
+7,200
299
$149K 0.05%
1,360
-60
300
$149K 0.05%
1,700
+200
10 11
12
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