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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
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%
+2,500
328
$69K 0.03%
+1,300
329
$69K 0.03%
+1,850
330
$68K 0.03%
+2,400
331
$68K 0.03%
+2,092
332
$67K 0.03%
+2,400
333
$67K 0.03%
+2,450
334
$66K 0.03%
+1,404
335
$65K 0.03%
+5,000
336
$65K 0.03%
+4,430
337
$65K 0.03%
+1,600
338
$65K 0.03%
+870
339
$65K 0.03%
+750
340
$64K 0.03%
+2,000
341
$64K 0.03%
+500
342
$64K 0.03%
+2,838
343
$62K 0.03%
+1,500
344
$62K 0.03%
+3,112
345
$62K 0.03%
+1,530
346
$61K 0.03%
+1,500
347
$61K 0.03%
+76
348
$60K 0.02%
+900
349
$60K 0.02%
+1,950
350
$60K 0.02%
+6,500
12 13
14
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