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
$195M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$138K
3
+$124K
4
ANET icon
Arista Networks
ANET
+$120K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$114K

Top Sells

1
+$472K
2
+$393K
3
+$359K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$298K
5
APH icon
Amphenol
APH
+$191K

Sector Composition

1 Technology 22.3%
2 Healthcare 9.85%
3 Financials 8.53%
4 Industrials 8.42%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$78.4K 0.04%
1,400
+102
302
$78.2K 0.04%
1,931
303
$77.6K 0.04%
1,300
-4,999
304
$77.4K 0.04%
2,004
305
$77K 0.04%
900
306
$77K 0.04%
5,300
307
$76.7K 0.04%
2,610
308
$75.5K 0.04%
6,800
309
$75.4K 0.04%
2,500
310
$75K 0.04%
2,650
311
$74.7K 0.04%
1,168
312
$74.6K 0.04%
1,903
313
$74.5K 0.04%
951
+1
314
$74.4K 0.04%
908
+1
315
$74.1K 0.04%
2,100
316
$73.3K 0.04%
1,050
317
$73.1K 0.04%
600
318
$71.8K 0.04%
830
-770
319
$71.5K 0.04%
1,500
+300
320
$69.5K 0.04%
1,130
321
$69.2K 0.04%
450
322
$68.4K 0.04%
606
323
$68.1K 0.03%
300
324
$68K 0.03%
400
325
$67.4K 0.03%
281
+1
11 12
13
14 15