OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
This Quarter Return
+1.27%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$254M
AUM Growth
+$254M
(-1.7%)
Cap. Flow
-$4.72M
Cap. Flow
% of AUM
-1.86%
Top 10 Holdings %
Top 10 Hldgs %
22.77%
Holding
295
New
19
Increased
63
Reduced
134
Closed
28
Top Buys
| 1 |
Invesco Preferred ETF
PGX
|
$1.44M |
| 2 |
Chubb
CB
|
$1.41M |
| 3 |
SPDR Gold Trust
GLD
|
$1.26M |
| 4 |
Whirlpool
WHR
|
$1.18M |
| 5 |
UnitedHealth
UNH
|
$1.15M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.18M |
| 2 |
Magna International
MGA
|
$845K |
| 3 |
NXP Semiconductors
NXPI
|
$741K |
| 4 |
Invesco Biotechnology & Genome ETF
PBE
|
$729K |
| 5 |
MBLY
Mobileye N.V.
MBLY
|
$541K |
Sector Composition
| 1 | Healthcare | 14.31% |
| 2 | Financials | 12.62% |
| 3 | Technology | 10.92% |
| 4 | Consumer Discretionary | 8.71% |
| 5 | Industrials | 7.57% |
