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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$85K 0.03%
+1,530
302
$84K 0.03%
+1,957
303
$83K 0.03%
+1,000
304
$82K 0.03%
+1,000
305
$80K 0.03%
+6,105
306
$79K 0.03%
+1,592
307
$78K 0.03%
+4,470
308
$78K 0.03%
+2,030
309
$76K 0.03%
+1,050
310
$76K 0.03%
+1,576
311
$75K 0.03%
+1,882
312
$75K 0.03%
+1,270
313
$73K 0.03%
+630
314
$73K 0.03%
+2,100
315
$73K 0.03%
+797
316
$72K 0.03%
+565
317
$72K 0.03%
+1,720
318
$71K 0.03%
+3,300
319
$71K 0.03%
+682
320
$71K 0.03%
+4,361
321
$71K 0.03%
+1,978
322
$71K 0.03%
+950
323
$70K 0.03%
+525
324
$70K 0.03%
+4,000
325
$70K 0.03%
+1,659
11 12
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14 15