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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$83K 0.03%
1,443
-1,132
377
$83K 0.03%
7,800
378
$82K 0.03%
4,000
379
$82K 0.03%
1,698
380
$81K 0.03%
780
+20
381
$80K 0.03%
1,460
382
$80K 0.03%
1,260
383
$80K 0.03%
+740
384
$79K 0.03%
3,020
385
$79K 0.03%
2,525
386
$79K 0.03%
2,948
387
$79K 0.03%
2,100
388
$79K 0.03%
161,600
+520
389
$78K 0.03%
2,337
390
$78K 0.03%
1,850
391
$78K 0.03%
1,096
+227
392
$78K 0.03%
16,941
+364
393
$77K 0.03%
525
394
$77K 0.03%
800
395
$77K 0.03%
8,400
396
$75K 0.02%
+3,118
397
$74K 0.02%
2,150
+500
398
$74K 0.02%
1,312
399
$73K 0.02%
797
400
$73K 0.02%
575
-65
14 15
16
17 18