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
$195M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$138K
3
+$124K
4
ANET icon
Arista Networks
ANET
+$120K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$114K

Top Sells

1
+$472K
2
+$393K
3
+$359K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$298K
5
APH icon
Amphenol
APH
+$191K

Sector Composition

1 Technology 22.3%
2 Healthcare 9.85%
3 Financials 8.53%
4 Industrials 8.42%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$67.3K 0.03%
2,500
327
$67.1K 0.03%
521
328
$66.2K 0.03%
280
329
$66.1K 0.03%
3,000
330
$66.1K 0.03%
952
+2
331
$65.3K 0.03%
150
332
$65.2K 0.03%
2,578
333
$64.7K 0.03%
877
-191
334
$64.5K 0.03%
1,444
+2
335
$64.3K 0.03%
600
336
$63.2K 0.03%
2,200
337
$62.7K 0.03%
2,253
338
$62.6K 0.03%
2,000
339
$61.7K 0.03%
550
340
$61.4K 0.03%
1,730
341
$61.2K 0.03%
306
342
$61K 0.03%
400
343
$60.4K 0.03%
251
+1
344
$59.3K 0.03%
720
345
$58.9K 0.03%
792
346
$58.7K 0.03%
5,000
+4,000
347
$57.1K 0.03%
7,752
-200
348
$56K 0.03%
3,847
-1,467
349
$54.8K 0.03%
1,800
350
$54.8K 0.03%
1,200
-300
12 13
14
15 16