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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$114K 0.04%
4,315
352
$113K 0.04%
4,427
+19
353
$113K 0.04%
8,650
354
$113K 0.04%
2,100
355
$112K 0.04%
1,152
-2,078
356
$111K 0.04%
7,350
-1,400
357
$111K 0.04%
8,900
358
$111K 0.04%
11,400
359
$110K 0.04%
16,507
360
$110K 0.04%
607
361
$110K 0.04%
2,206
+3
362
$110K 0.04%
547
363
$109K 0.04%
2,200
364
$109K 0.04%
+800
365
$109K 0.04%
4,150
366
$108K 0.04%
2,754
367
$108K 0.04%
1,236
368
$108K 0.04%
1,869
+50
369
$108K 0.04%
1,105
370
$106K 0.03%
1,055
371
$104K 0.03%
285
372
$104K 0.03%
2,707
373
$103K 0.03%
+3,400
374
$103K 0.03%
+1,705
375
$102K 0.03%
7,000
+1,250
13 14
15
16 17