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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$48K 0.02%
+1,789
377
$48K 0.02%
+1,028
378
$48K 0.02%
+1,500
379
$48K 0.02%
+2,600
380
$47K 0.02%
+2,138
381
$46K 0.02%
+2,948
382
$46K 0.02%
+1,325
383
$46K 0.02%
+675
384
$45K 0.02%
+565
385
$45K 0.02%
+515
386
$45K 0.02%
+375
387
$44K 0.02%
+924
388
$44K 0.02%
+5,000
389
$44K 0.02%
+725
390
$43K 0.02%
+7,700
391
$43K 0.02%
+1,050
392
$43K 0.02%
+2,000
393
$43K 0.02%
+1,400
394
$42K 0.02%
+1,460
395
$42K 0.02%
+1,141
396
$41K 0.02%
+100
397
$40K 0.02%
+1,426
398
$40K 0.02%
+1,000
399
$39K 0.02%
+525
400
$39K 0.02%
+2,253
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16
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