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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$73K 0.02%
1,475
402
$71K 0.02%
1,284
-12,410
403
$71K 0.02%
4,625
404
$71K 0.02%
4,223
-3,009
405
$70K 0.02%
1,530
406
$70K 0.02%
1,346
407
$70K 0.02%
963
-200
408
$70K 0.02%
+3,000
409
$70K 0.02%
1,217
410
$69K 0.02%
558
-70
411
$69K 0.02%
7,700
412
$68K 0.02%
20,000
413
$68K 0.02%
1,600
414
$67K 0.02%
1,600
415
$66K 0.02%
1,705
-250
416
$66K 0.02%
1,400
-100
417
$66K 0.02%
806
-60
418
$65K 0.02%
1,647
419
$65K 0.02%
6,500
420
$64K 0.02%
1,850
421
$64K 0.02%
+2,000
422
$63K 0.02%
1,450
+350
423
$63K 0.02%
2,499
-1,761
424
$63K 0.02%
1,404
425
$62K 0.02%
11,005
-190
15 16
17
18 19