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
$266M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.25M
3
+$676K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$468K
5
DVY icon
iShares Select Dividend ETF
DVY
+$402K

Top Sells

1
+$1.5M
2
+$406K
3
+$388K
4
DRI icon
Darden Restaurants
DRI
+$376K
5
TGT icon
Target
TGT
+$353K

Sector Composition

1 Financials 14.15%
2 Healthcare 11.33%
3 Technology 10.56%
4 Industrials 9.75%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$39K 0.01%
+873
427
$38K 0.01%
1,458
428
$38K 0.01%
1,200
429
$37K 0.01%
460
430
$37K 0.01%
1,006
-118
431
$37K 0.01%
+400
432
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1,500
433
$37K 0.01%
600
434
$37K 0.01%
664
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435
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+1,465
436
$36K 0.01%
2,258
437
$36K 0.01%
750
438
$36K 0.01%
400
439
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19
440
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441
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+1,000
442
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668
443
$36K 0.01%
200
444
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400
445
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446
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630
448
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449
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298
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450
$33K 0.01%
425
16 17
18
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