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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$135K 0.04%
5,635
327
$131K 0.04%
1,440
328
$128K 0.04%
800
+463
329
$128K 0.04%
4,004
-1,200
330
$128K 0.04%
4,240
-3,320
331
$127K 0.04%
3,832
332
$126K 0.04%
4,000
333
$124K 0.04%
3,343
-4,118
334
$124K 0.04%
1,583
+4
335
$124K 0.04%
474
336
$124K 0.04%
5,931
+27
337
$122K 0.04%
1,200
338
$122K 0.04%
3,600
339
$120K 0.04%
1,800
+300
340
$119K 0.04%
2,562
-5,936
341
$119K 0.04%
5,223
+3
342
$119K 0.04%
5,950
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343
$118K 0.04%
505
344
$118K 0.04%
2,883
345
$118K 0.04%
+1,300
346
$118K 0.04%
6,225
+63
347
$118K 0.04%
818
348
$116K 0.04%
850
349
$116K 0.04%
590
350
$115K 0.04%
884
12 13
14
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