OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+5.7%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$342M
AUM Growth
+$12.2M
(+3.7%)
Cap. Flow
-$2.11M
Cap. Flow
% of AUM
-0.62%
Top 10 Holdings %
Top 10 Hldgs %
25.44%
Holding
981
New
86
Increased
153
Reduced
209
Closed
49
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$500K |
| 2 |
Eagle Materials
EXP
|
+$430K |
| 3 |
Invesco Senior Loan ETF
BKLN
|
+$382K |
| 4 |
Invesco S&P 500 High Beta ETF
SPHB
|
+$290K |
| 5 |
General Dynamics
GD
|
+$282K |
Top Sells
| 1 |
Apple
AAPL
|
+$783K |
| 2 |
Deere & Co
DE
|
+$694K |
| 3 |
Align Technology
ALGN
|
+$515K |
| 4 |
Lam Research
LRCX
|
+$476K |
| 5 |
Verizon
VZ
|
+$466K |
Sector Composition
| 1 | Technology | 23.46% |
| 2 | Financials | 10.92% |
| 3 | Healthcare | 10.31% |
| 4 | Consumer Discretionary | 9.22% |
| 5 | Communication Services | 7.24% |
