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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$76.7K 0.03%
2,600
302
$75.9K 0.03%
521
303
$75.8K 0.03%
2,200
304
$75.8K 0.03%
1,276
305
$75.4K 0.03%
1,000
-100
306
$75K 0.03%
2,253
307
$74.8K 0.03%
950
308
$74.1K 0.03%
1,700
309
$73.9K 0.03%
1,168
310
$73.3K 0.03%
1,294
311
$71.8K 0.03%
26,996
-26,995
312
$71.6K 0.03%
2,610
313
$71.5K 0.03%
700
-137
314
$71.1K 0.03%
912
315
$71.1K 0.03%
1,500
316
$70.1K 0.03%
606
317
$69.9K 0.03%
1,000
318
$69.9K 0.03%
1,800
319
$68K 0.03%
2,578
320
$67.9K 0.03%
300
-575
321
$67.2K 0.03%
750
322
$67.2K 0.03%
1,400
+400
323
$67K 0.03%
1,500
324
$66.5K 0.03%
275
325
$66.4K 0.03%
8,919
-419
11 12
13
14 15