OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$70K 0.03%
525
352
$70K 0.03%
1,500
353
$69K 0.03%
628
354
$69K 0.03%
2,092
355
$68K 0.03%
1,980
356
$68K 0.03%
1,650
357
$68K 0.03%
4,625
358
$68K 0.03%
4,430
359
$67K 0.03%
2,400
360
$67K 0.03%
800
361
$66K 0.02%
1,346
362
$65K 0.02%
650
-300
363
$65K 0.02%
3,331
-2,278
364
$64K 0.02%
900
365
$64K 0.02%
2,400
366
$64K 0.02%
1,309
367
$63K 0.02%
1,207
-283
368
$62K 0.02%
2,000
369
$62K 0.02%
2,337
370
$62K 0.02%
50
-26
371
$62K 0.02%
1,520
-456
372
$61K 0.02%
922
373
$61K 0.02%
7,700
374
$60K 0.02%
+1,475
375
$60K 0.02%
1,950
13 14
15
16 17