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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$39K 0.02%
+1,124
402
$39K 0.02%
+1,880
403
$39K 0.02%
+600
404
$38K 0.02%
+1,200
405
$38K 0.02%
+700
406
$38K 0.02%
+1,025
407
$38K 0.02%
+2,000
408
$37K 0.02%
+525
409
$36K 0.01%
+1,500
410
$36K 0.01%
+500
411
$36K 0.01%
+1,458
412
$36K 0.01%
+1,000
413
$36K 0.01%
+19
414
$36K 0.01%
+2,258
415
$35K 0.01%
+700
416
$35K 0.01%
+490
417
$35K 0.01%
+600
418
$35K 0.01%
+630
419
$35K 0.01%
+400
420
$35K 0.01%
+1,140
421
$34K 0.01%
+800
422
$34K 0.01%
+425
423
$34K 0.01%
+700
424
$34K 0.01%
+3,200
425
$34K 0.01%
+750
15 16
17
18 19