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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$50K 0.02%
2,100
+1,000
402
$49K 0.02%
600
403
$49K 0.02%
2,253
404
$49K 0.02%
+500
405
$49K 0.02%
375
-134
406
$48K 0.02%
3,281
407
$48K 0.02%
2,964
408
$47K 0.02%
800
409
$47K 0.02%
950
410
$45K 0.02%
2,600
411
$45K 0.02%
+800
412
$44K 0.02%
800
413
$44K 0.02%
1,426
414
$43K 0.02%
1,124
-120
415
$43K 0.02%
1,200
-78
416
$43K 0.02%
400
417
$43K 0.02%
5,000
418
$42K 0.02%
500
419
$42K 0.02%
3,200
420
$42K 0.02%
2,000
421
$42K 0.02%
1,544
422
$42K 0.02%
400
423
$41K 0.02%
1,458
424
$41K 0.02%
1,025
425
$40K 0.02%
1,200
15 16
17
18 19