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
$258M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.25M
3
+$1.05M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$636K
5
PGX icon
Invesco Preferred ETF
PGX
+$631K

Top Sells

1
+$1.35M
2
+$1.19M
3
+$466K
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$402K
5
ORCL icon
Oracle
ORCL
+$358K

Sector Composition

1 Healthcare 14.86%
2 Financials 12.28%
3 Technology 10.72%
4 Consumer Discretionary 8.29%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
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