OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$7.19M
3
+$7.13M
4
GILD icon
Gilead Sciences
GILD
+$6.87M
5
AAPL icon
Apple
AAPL
+$5.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.09%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$69K 0.03%
+5,400
327
$69K 0.03%
+1,850
328
$69K 0.03%
+1,300
329
$69K 0.03%
+2,500
330
$68K 0.03%
+2,092
331
$68K 0.03%
+2,400
332
$67K 0.03%
+2,450
333
$67K 0.03%
+2,400
334
$66K 0.03%
+1,404
335
$65K 0.03%
+750
336
$65K 0.03%
+870
337
$65K 0.03%
+1,600
338
$65K 0.03%
+4,430
339
$65K 0.03%
+5,000
340
$64K 0.03%
+2,838
341
$64K 0.03%
+500
342
$64K 0.03%
+2,000
343
$62K 0.03%
+1,500
344
$62K 0.03%
+1,530
345
$62K 0.03%
+3,112
346
$61K 0.03%
+76
347
$61K 0.03%
+1,500
348
$60K 0.02%
+6,500
349
$60K 0.02%
+1,950
350
$60K 0.02%
+900
12 13
14
15 16