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
301
$160K 0.05%
3,800
-250
302
$160K 0.05%
1,147
+1
303
$160K 0.05%
1,500
304
$159K 0.05%
2,100
305
$157K 0.05%
3,000
306
$156K 0.05%
1,900
307
$156K 0.05%
5,000
308
$155K 0.05%
9,831
309
$153K 0.05%
10,853
+45
310
$153K 0.05%
2,491
-25
311
$151K 0.05%
1,175
+400
312
$149K 0.05%
2,181
-239
313
$148K 0.05%
3,136
-360
314
$148K 0.05%
1,114
315
$147K 0.05%
4,101
316
$145K 0.05%
4,515
+2,585
317
$145K 0.05%
529
318
$143K 0.05%
1,626
319
$143K 0.05%
4,728
320
$141K 0.05%
5,500
321
$140K 0.05%
802
-51
322
$139K 0.05%
8,416
323
$138K 0.04%
+4,662
324
$137K 0.04%
2,563
325
$135K 0.04%
1,750
11 12
13
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