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
$195M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$138K
3
+$124K
4
ANET icon
Arista Networks
ANET
+$120K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$114K

Top Sells

1
+$472K
2
+$393K
3
+$359K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$298K
5
APH icon
Amphenol
APH
+$191K

Sector Composition

1 Technology 22.3%
2 Healthcare 9.85%
3 Financials 8.53%
4 Industrials 8.42%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$93K 0.05%
891
277
$92.2K 0.05%
1,375
-57
278
$91.7K 0.05%
775
279
$90.2K 0.05%
351
280
$89.9K 0.05%
1,665
281
$88.8K 0.05%
1,520
282
$87.8K 0.04%
600
283
$87.2K 0.04%
625
284
$87K 0.04%
355
285
$86.8K 0.04%
1,200
286
$86.6K 0.04%
1,679
+1
287
$86.3K 0.04%
2,200
288
$84.5K 0.04%
1,000
289
$84.5K 0.04%
1,000
290
$84.5K 0.04%
1,180
+24
291
$84.4K 0.04%
3,795
-198
292
$84K 0.04%
1,134
293
$83.9K 0.04%
1,528
+2
294
$83.7K 0.04%
500
295
$83.6K 0.04%
1,100
296
$82.8K 0.04%
600
297
$82.6K 0.04%
1,000
298
$82.1K 0.04%
1,212
299
$81.2K 0.04%
1,100
300
$79.8K 0.04%
2,025
+25
10 11
12
13 14