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
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$40K 0.02%
550
+300
427
$39K 0.01%
+4,200
428
$39K 0.01%
600
429
$38K 0.01%
750
430
$38K 0.01%
1,400
431
$38K 0.01%
1,050
+750
432
$38K 0.01%
625
433
$38K 0.01%
630
434
$37K 0.01%
850
-2,000
435
$37K 0.01%
299
+1
436
$37K 0.01%
1,527
437
$37K 0.01%
2,258
438
$37K 0.01%
350
439
$37K 0.01%
460
440
$36K 0.01%
500
441
$33K 0.01%
1,200
442
$33K 0.01%
+500
443
$32K 0.01%
1,000
444
$32K 0.01%
1,100
+300
445
$31K 0.01%
582
-82
446
$31K 0.01%
+700
447
$31K 0.01%
1,006
448
$31K 0.01%
2,305
449
$30K 0.01%
200
450
$30K 0.01%
274
+65
16 17
18
19 20