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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$85K 0.03%
325
402
$85K 0.03%
1,600
403
$85K 0.03%
952
404
$85K 0.03%
1,134
405
$85K 0.03%
2,253
406
$84K 0.03%
3,800
407
$84K 0.03%
2,220
-3,900
408
$84K 0.03%
1,175
409
$83K 0.03%
1,168
410
$83K 0.03%
3,169
411
$83K 0.03%
5,000
412
$83K 0.03%
7,700
413
$83K 0.03%
6,500
414
$83K 0.03%
1,350
+1,200
415
$83K 0.03%
500
416
$82K 0.03%
446
417
$80K 0.03%
3,900
418
$79K 0.03%
1,451
+4
419
$79K 0.03%
1,600
420
$78K 0.03%
1,554
421
$78K 0.03%
+500
422
$78K 0.03%
2,100
-7,197
423
$78K 0.03%
1,092
424
$76K 0.02%
2,320
425
$76K 0.02%
1,266
-177
15 16
17
18 19