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
$316M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,132
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$952K
3
+$843K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$792K
5
BIP icon
Brookfield Infrastructure Partners
BIP
+$569K

Top Sells

1
+$8.01M
2
+$4.6M
3
+$3.51M
4
UNH icon
UnitedHealth
UNH
+$3.37M
5
CSCO icon
Cisco
CSCO
+$2.86M

Sector Composition

1 Healthcare 12.6%
2 Financials 12.54%
3 Technology 12%
4 Consumer Discretionary 8.44%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$88K 0.03%
1,400
402
$88K 0.03%
7,202
+6,021
403
$87K 0.03%
6,100
-431
404
$87K 0.03%
+690
405
$86K 0.03%
7,800
406
$86K 0.03%
2,012
-1,160
407
$86K 0.03%
708
-375
408
$85K 0.03%
572
+50
409
$85K 0.03%
7,682
+1,000
410
$84K 0.03%
1,530
411
$83K 0.03%
1,400
412
$83K 0.03%
+4,200
413
$83K 0.03%
2,120
414
$83K 0.03%
17,454
+312
415
$82K 0.03%
1,000
416
$81K 0.03%
1,284
417
$81K 0.03%
1,500
418
$81K 0.03%
1,031
419
$80K 0.03%
800
420
$77K 0.02%
3,740
+200
421
$77K 0.02%
4,625
422
$77K 0.02%
+1,560
423
$75K 0.02%
3,280
+900
424
$75K 0.02%
1,400
425
$75K 0.02%
1,346
15 16
17
18 19