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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$34K 0.01%
+1,720
427
$33K 0.01%
+3,424
428
$33K 0.01%
+1,124
429
$32K 0.01%
+1,575
430
$32K 0.01%
+400
431
$32K 0.01%
+1,000
432
$32K 0.01%
+400
433
$32K 0.01%
+500
434
$31K 0.01%
+200
435
$31K 0.01%
+640
436
$31K 0.01%
+1,200
437
$31K 0.01%
+2,222
438
$31K 0.01%
+460
439
$30K 0.01%
+699
440
$30K 0.01%
+1,500
441
$30K 0.01%
+1,600
442
$29K 0.01%
+193
443
$29K 0.01%
+668
444
$29K 0.01%
+1,527
445
$29K 0.01%
+575
446
$28K 0.01%
+500
447
$28K 0.01%
+297
448
$28K 0.01%
+1,500
449
$28K 0.01%
+800
450
$27K 0.01%
+850
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