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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$99K 0.04%
920
302
$99K 0.04%
4,180
303
$98K 0.04%
2,689
+1,224
304
$97K 0.04%
2,123
305
$96K 0.04%
1,530
306
$95K 0.04%
1,950
307
$95K 0.04%
4,000
308
$94K 0.04%
2,200
+2,061
309
$94K 0.04%
2,900
-200
310
$93K 0.03%
1,165
-900
311
$93K 0.03%
1,659
312
$93K 0.03%
+4,950
313
$93K 0.03%
630
314
$92K 0.03%
2,500
315
$91K 0.03%
1,215
+500
316
$90K 0.03%
1,500
+300
317
$89K 0.03%
1,000
318
$89K 0.03%
+2,525
319
$88K 0.03%
820
-80
320
$88K 0.03%
1,000
321
$87K 0.03%
4,000
+1,200
322
$87K 0.03%
1,500
323
$87K 0.03%
1,890
324
$86K 0.03%
2,680
+130
325
$86K 0.03%
+2,910
11 12
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