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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$40.5K 0.02%
1,200
377
$39.8K 0.02%
1,882
378
$39.8K 0.02%
196
379
$38.7K 0.02%
1,005
380
$37.9K 0.02%
958
+9
381
$37.9K 0.02%
662
382
$37.2K 0.02%
1,202
383
$37.1K 0.02%
500
384
$35.9K 0.02%
600
385
$35.6K 0.02%
1,000
386
$35K 0.02%
400
-400
387
$35K 0.02%
500
388
$34.7K 0.02%
105
389
$34.4K 0.02%
605
390
$33.9K 0.02%
1,610
-4,000
391
$32.7K 0.01%
3,000
392
$32.7K 0.01%
139
-8
393
$30.8K 0.01%
400
394
$30K 0.01%
150
395
$29.4K 0.01%
100
396
$29.3K 0.01%
217
397
$29.2K 0.01%
820
398
$28.9K 0.01%
44
399
$28.9K 0.01%
380
400
$28.9K 0.01%
1,000
14 15
16
17 18