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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$53.8K 0.02%
480
352
$53.6K 0.02%
2,215
353
$52.6K 0.02%
600
354
$52.4K 0.02%
3,500
355
$51.2K 0.02%
250
356
$50.5K 0.02%
1,000
+500
357
$50K 0.02%
2,503
+94
358
$48.8K 0.02%
3,000
359
$48.2K 0.02%
650
-1,375
360
$47.8K 0.02%
346
361
$47.8K 0.02%
400
362
$47.7K 0.02%
+2,500
363
$47.4K 0.02%
1,000
364
$47.4K 0.02%
300
365
$47.3K 0.02%
3,150
-847
366
$45.7K 0.02%
447
367
$45.1K 0.02%
300
368
$44.7K 0.02%
500
369
$44.5K 0.02%
600
370
$44.2K 0.02%
500
371
$43.6K 0.02%
190
-500
372
$42.8K 0.02%
522
373
$41.9K 0.02%
3,250
374
$41.5K 0.02%
207
375
$40.8K 0.02%
1,000
13 14
15
16 17