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
$218M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Sells

1 +$441K
2 +$388K
3 +$275K
4
FLNG icon
FLEX LNG
FLNG
+$267K
5
CSCO icon
Cisco
CSCO
+$158K

Sector Composition

1 Technology 25.32%
2 Healthcare 8.92%
3 Industrials 8.47%
4 Financials 8.4%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$34.6K 0.02%
600
402
$34.5K 0.02%
1,000
-1,000
403
$34.1K 0.02%
662
404
$33.7K 0.02%
320
405
$33.5K 0.02%
3,000
406
$33.1K 0.02%
197
407
$32.8K 0.02%
100
408
$32.1K 0.01%
1,000
409
$32.1K 0.01%
281
410
$30.3K 0.01%
3,000
411
$30.3K 0.01%
217
412
$30.2K 0.01%
400
413
$29.9K 0.01%
115
414
$29.7K 0.01%
150
415
$29.7K 0.01%
820
+150
416
$28.6K 0.01%
44
417
$28.3K 0.01%
1,700
418
$28.2K 0.01%
6,000
419
$27.8K 0.01%
600
420
$27.7K 0.01%
200
421
$27.7K 0.01%
950
+200
422
$27.7K 0.01%
563
-148
423
$27.5K 0.01%
560
424
$27.4K 0.01%
400
425
$27.3K 0.01%
380