OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+2.45%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$316M
AUM Growth
+$4.56M
(+1.5%)
Cap. Flow
-$45.9M
Cap. Flow
% of AUM
-14.53%
Top 10 Holdings %
Top 10 Hldgs %
20.28%
Holding
1,132
New
121
Increased
168
Reduced
232
Closed
146
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$2.33M |
| 2 |
Lamar Advertising Co
LAMR
|
+$952K |
| 3 |
NXP Semiconductors
NXPI
|
+$843K |
| 4 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$792K |
| 5 |
Brookfield Infrastructure Partners
BIP
|
+$569K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$8.01M |
| 2 |
Oracle
ORCL
|
+$4.6M |
| 3 |
Costco
COST
|
+$3.51M |
| 4 |
UnitedHealth
UNH
|
+$3.37M |
| 5 |
Cisco
CSCO
|
+$2.86M |
Sector Composition
| 1 | Healthcare | 12.6% |
| 2 | Financials | 12.54% |
| 3 | Technology | 12% |
| 4 | Consumer Discretionary | 8.44% |
| 5 | Industrials | 7.9% |
