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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$101K 0.03%
915
-1,375
377
$101K 0.03%
313
378
$100K 0.03%
1,788
+600
379
$100K 0.03%
738
+200
380
$99K 0.03%
3,450
381
$99K 0.03%
870
382
$98K 0.03%
2,049
+200
383
$98K 0.03%
6,500
+800
384
$98K 0.03%
3,300
385
$97K 0.03%
240
+85
386
$96K 0.03%
2,030
-2,010
387
$95K 0.03%
1,000
388
$95K 0.03%
1,623
-1,078
389
$94K 0.03%
450
+218
390
$94K 0.03%
1,692
+7
391
$94K 0.03%
950
392
$91K 0.03%
4,325
+300
393
$90K 0.03%
2,959
394
$90K 0.03%
5,060
+184
395
$90K 0.03%
500
+433
396
$89K 0.03%
1,763
+25
397
$88K 0.03%
3,000
398
$88K 0.03%
1,870
399
$87K 0.03%
500
-26
400
$87K 0.03%
750
14 15
16
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