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
$195M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$138K
3
+$124K
4
ANET icon
Arista Networks
ANET
+$120K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$114K

Top Sells

1
+$472K
2
+$393K
3
+$359K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$298K
5
APH icon
Amphenol
APH
+$191K

Sector Composition

1 Technology 22.3%
2 Healthcare 9.85%
3 Financials 8.53%
4 Industrials 8.42%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$43.7K 0.02%
1,000
377
$43.6K 0.02%
1,293
378
$43.3K 0.02%
500
379
$43.3K 0.02%
700
380
$43K 0.02%
320
381
$42.7K 0.02%
5,200
382
$42.6K 0.02%
275
383
$42.6K 0.02%
2,215
384
$42.2K 0.02%
1,000
385
$41.4K 0.02%
160
+42
386
$40.7K 0.02%
576
+40
387
$40.4K 0.02%
320
388
$40.4K 0.02%
400
389
$39.9K 0.02%
1,000
390
$39.3K 0.02%
300
391
$39.3K 0.02%
500
392
$39.2K 0.02%
1,371
-2,024
393
$39.1K 0.02%
2,201
-17
394
$38.8K 0.02%
1,600
-700
395
$38.7K 0.02%
958
-1,299
396
$38.6K 0.02%
447
397
$38.6K 0.02%
2,000
398
$38.3K 0.02%
3,250
399
$37.3K 0.02%
522
400
$37.1K 0.02%
750
14 15
16
17 18