OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+6.24%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$314M
AUM Growth
+$15.8M
(+5.3%)
Cap. Flow
-$385K
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
20.71%
Holding
320
New
22
Increased
95
Reduced
117
Closed
9
Top Buys
| 1 |
CWBR
CohBar, Inc. Common Stock
CWBR
|
$1.35M |
| 2 |
VanEck Intermediate Muni ETF
ITM
|
$373K |
| 3 |
iShares Biotechnology ETF
IBB
|
$363K |
| 4 |
Netflix
NFLX
|
$317K |
| 5 |
Stanley Black & Decker
SWK
|
$299K |
Top Sells
| 1 |
WP
Worldpay, Inc.
WP
|
$805K |
| 2 |
AT&T
T
|
$608K |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$573K |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$551K |
| 5 |
Fabrinet
FN
|
$451K |
Sector Composition
| 1 | Technology | 13.62% |
| 2 | Financials | 13.28% |
| 3 | Healthcare | 11.95% |
| 4 | Industrials | 8.31% |
| 5 | Consumer Discretionary | 7.76% |
