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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$193K 0.06%
3,024
+170
277
$189K 0.06%
7,400
278
$184K 0.06%
4,100
279
$184K 0.06%
4,635
+484
280
$183K 0.06%
3,260
-380
281
$182K 0.06%
5,400
-400
282
$182K 0.06%
2,025
+650
283
$180K 0.06%
1,648
284
$179K 0.06%
2,950
+800
285
$177K 0.06%
32,000
+5,000
286
$175K 0.06%
3,762
-4,005
287
$175K 0.06%
2,000
-124
288
$173K 0.06%
5,200
289
$173K 0.06%
1,925
-1,387
290
$173K 0.06%
5,906
291
$170K 0.06%
6,200
+200
292
$170K 0.06%
3,220
293
$169K 0.05%
1,533
-1,000
294
$167K 0.05%
4,093
+1
295
$166K 0.05%
1,300
296
$166K 0.05%
16,261
-291
297
$166K 0.05%
3,293
+331
298
$164K 0.05%
8,568
+3,000
299
$164K 0.05%
5,400
300
$164K 0.05%
457
+406
10 11
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