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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$59K 0.02%
+800
352
$59K 0.02%
+2,400
353
$59K 0.02%
+4,625
354
$59K 0.02%
+1,346
355
$57K 0.02%
+628
356
$57K 0.02%
+922
357
$57K 0.02%
+3,465
358
$57K 0.02%
+1,500
359
$56K 0.02%
+3,968
360
$55K 0.02%
+10,376
361
$55K 0.02%
+946
362
$55K 0.02%
+2,964
363
$55K 0.02%
+4,945
364
$54K 0.02%
+950
365
$54K 0.02%
+660
366
$52K 0.02%
+100
367
$52K 0.02%
+11
368
$51K 0.02%
+680
369
$50K 0.02%
+2,138
370
$50K 0.02%
+2,540
371
$50K 0.02%
+500
372
$49K 0.02%
+658
373
$49K 0.02%
+1,000
374
$49K 0.02%
+2,600
375
$48K 0.02%
+520
13 14
15
16 17