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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$85K 0.03%
7,000
327
$81K 0.03%
1,260
328
$81K 0.03%
3,230
+200
329
$80K 0.03%
2,100
330
$80K 0.03%
950
331
$78K 0.03%
682
332
$78K 0.03%
560
333
$78K 0.03%
1,058
334
$76K 0.03%
1,500
-300
335
$75K 0.03%
3,020
336
$74K 0.03%
1,475
-420
337
$74K 0.03%
3,112
338
$73K 0.03%
946
-112
339
$73K 0.03%
2,450
340
$73K 0.03%
1,850
341
$73K 0.03%
797
342
$72K 0.03%
1,600
343
$72K 0.03%
6,500
344
$72K 0.03%
1,625
345
$72K 0.03%
1,530
346
$71K 0.03%
1,460
347
$70K 0.03%
11,195
-1,473
348
$70K 0.03%
3,500
349
$70K 0.03%
7,200
350
$70K 0.03%
640
12 13
14
15 16