OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$639K
3
+$543K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$386K
5
PHM icon
Pultegroup
PHM
+$249K

Top Sells

1
+$687K
2
+$316K
3
+$291K
4
HP icon
Helmerich & Payne
HP
+$258K
5
MA icon
Mastercard
MA
+$237K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$59K 0.02%
3,968
377
$58K 0.02%
725
+200
378
$58K 0.02%
1,404
379
$56K 0.02%
500
380
$56K 0.02%
2,948
381
$56K 0.02%
10,866
+245
382
$56K 0.02%
1,790
383
$56K 0.02%
1,500
384
$55K 0.02%
1,000
385
$55K 0.02%
900
386
$55K 0.02%
1,100
+400
387
$54K 0.02%
2,416
388
$54K 0.02%
1,100
+100
389
$54K 0.02%
11
390
$54K 0.02%
1,900
391
$54K 0.02%
520
392
$53K 0.02%
900
-128
393
$53K 0.02%
600
394
$53K 0.02%
2,600
395
$52K 0.02%
680
396
$52K 0.02%
2,015
397
$52K 0.02%
535
+135
398
$51K 0.02%
965
+65
399
$50K 0.02%
2,138
400
$50K 0.02%
1,100
+500
14 15
16
17 18