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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$94.3K 0.04%
300
277
$93.3K 0.04%
775
278
$91.8K 0.04%
7,436
279
$91.3K 0.04%
1,900
280
$89.1K 0.04%
1,000
281
$89K 0.04%
361
+130
282
$88.4K 0.04%
1,200
283
$86.5K 0.04%
1,134
284
$86.5K 0.04%
280
285
$85.3K 0.04%
400
286
$84.8K 0.04%
2,500
287
$84K 0.04%
5,700
-1,490
288
$82.3K 0.04%
1,853
289
$82.2K 0.04%
1,130
290
$82.1K 0.04%
600
291
$81.9K 0.04%
450
292
$81.3K 0.04%
150
293
$79.9K 0.04%
1,661
294
$79.9K 0.04%
1,102
295
$79.1K 0.04%
205
+100
296
$78.7K 0.04%
+100
297
$77.7K 0.03%
600
298
$77.7K 0.03%
335
299
$77.2K 0.03%
2,100
300
$77.1K 0.03%
281
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