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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$66.3K 0.03%
481
+200
327
$65.2K 0.03%
1,931
328
$64.9K 0.03%
1,671
+300
329
$64.9K 0.03%
700
330
$64K 0.03%
600
331
$63.4K 0.03%
326
332
$62.4K 0.03%
792
333
$62.3K 0.03%
516
334
$61.2K 0.03%
850
335
$59.9K 0.03%
1,068
336
$59.7K 0.03%
550
337
$59.7K 0.03%
250
338
$58.5K 0.03%
1,200
339
$58.2K 0.03%
1,500
340
$57.2K 0.03%
1,000
341
$57K 0.03%
130
342
$56.8K 0.03%
3,500
343
$56.8K 0.03%
1,115
344
$56.8K 0.03%
3,514
-144
345
$56.4K 0.03%
530
346
$56.2K 0.03%
688
+1
347
$55.8K 0.03%
4,650
-2,150
348
$55.4K 0.02%
6,552
-3,800
349
$54.6K 0.02%
678
350
$53.8K 0.02%
200
12 13
14
15 16