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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$100K 0.03%
+7,614
352
$99K 0.03%
3,300
353
$99K 0.03%
4,025
354
$99K 0.03%
750
-953
355
$95K 0.03%
11,275
+2,156
356
$94K 0.03%
1,228
357
$94K 0.03%
850
358
$93K 0.03%
800
-100
359
$93K 0.03%
2,900
360
$93K 0.03%
1,165
361
$93K 0.03%
1,125
362
$92K 0.03%
+1,418
363
$92K 0.03%
1,522
-350
364
$91K 0.03%
2,500
365
$91K 0.03%
2,650
+200
366
$91K 0.03%
1,500
367
$90K 0.03%
630
368
$90K 0.03%
708
-399
369
$90K 0.03%
5,200
370
$90K 0.03%
1,530
371
$89K 0.03%
4,256
+4,160
372
$88K 0.03%
2,150
-1,780
373
$85K 0.03%
1,800
+600
374
$85K 0.03%
1,058
375
$85K 0.03%
1,830
-60
13 14
15
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