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
$195M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$138K
3
+$124K
4
ANET icon
Arista Networks
ANET
+$120K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$114K

Top Sells

1
+$472K
2
+$393K
3
+$359K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$298K
5
APH icon
Amphenol
APH
+$191K

Sector Composition

1 Technology 22.3%
2 Healthcare 9.85%
3 Financials 8.53%
4 Industrials 8.42%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$54.3K 0.03%
276
+1
352
$53.8K 0.03%
1,485
353
$53.2K 0.03%
+1,000
354
$52.6K 0.03%
2,600
-2,350
355
$52.3K 0.03%
1,279
+3
356
$52K 0.03%
327
+1
357
$52K 0.03%
1,000
358
$51.9K 0.03%
1,690
359
$51.8K 0.03%
1,068
360
$51.1K 0.03%
700
361
$50.8K 0.03%
1,217
362
$50.6K 0.03%
679
+1
363
$49.9K 0.03%
125
364
$49.5K 0.03%
1,200
365
$49.2K 0.03%
1,593
366
$49.2K 0.03%
480
-420
367
$49.1K 0.03%
3,500
368
$47.4K 0.02%
950
+250
369
$46.6K 0.02%
1,000
370
$46.3K 0.02%
500
371
$45.6K 0.02%
600
372
$45.3K 0.02%
685
-529
373
$44.9K 0.02%
+250
374
$44.5K 0.02%
600
375
$43.8K 0.02%
430
-510
13 14
15
16 17