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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1 +$462K
2 +$279K
3 +$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1 +$715K
2 +$316K
3 +$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$28.5K 0.01%
115
402
$28.2K 0.01%
265
403
$28K 0.01%
600
404
$27.8K 0.01%
+173
405
$27.7K 0.01%
320
406
$27.6K 0.01%
563
407
$27.3K 0.01%
560
408
$27.2K 0.01%
950
409
$27.1K 0.01%
750
410
$27K 0.01%
+295
411
$26.8K 0.01%
1,150
412
$26.4K 0.01%
200
413
$26.3K 0.01%
1,314
414
$26.1K 0.01%
1,560
-140
415
$26K 0.01%
1,306
416
$25.9K 0.01%
6,000
417
$25.6K 0.01%
400
418
$25.6K 0.01%
3,000
419
$25.3K 0.01%
1,000
420
$25.3K 0.01%
58
+41
421
$24.8K 0.01%
345
-200
422
$24.7K 0.01%
1,001
423
$24.3K 0.01%
289
+1
424
$24.3K 0.01%
250
425
$24.2K 0.01%
100