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
$195M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$138K
3
+$124K
4
ANET icon
Arista Networks
ANET
+$120K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$114K

Top Sells

1
+$472K
2
+$393K
3
+$359K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$298K
5
APH icon
Amphenol
APH
+$191K

Sector Composition

1 Technology 22.3%
2 Healthcare 9.85%
3 Financials 8.53%
4 Industrials 8.42%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$37K 0.02%
1,000
402
$36.7K 0.02%
485
-88
403
$36.7K 0.02%
450
404
$36.5K 0.02%
1,058
405
$36.5K 0.02%
231
406
$36.4K 0.02%
1,200
407
$36K 0.02%
300
-950
408
$35.8K 0.02%
196
409
$34.7K 0.02%
500
-500
410
$34.5K 0.02%
800
411
$34.1K 0.02%
165
412
$33.3K 0.02%
1,025
-75
413
$33.2K 0.02%
950
414
$33.1K 0.02%
1,055
415
$33K 0.02%
500
416
$32.9K 0.02%
+1,150
417
$32.2K 0.02%
1,882
418
$30.6K 0.02%
1,000
419
$30.5K 0.02%
2,100
420
$30.2K 0.02%
583
+164
421
$30K 0.02%
105
+55
422
$29.9K 0.02%
934
+9
423
$29.7K 0.02%
1,000
424
$29.7K 0.02%
400
425
$29.6K 0.02%
505
+205
15 16
17
18 19