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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$62K 0.02%
2,092
427
$62K 0.02%
1,520
428
$62K 0.02%
1,433
429
$62K 0.02%
900
430
$62K 0.02%
1,105
431
$61K 0.02%
1,100
432
$61K 0.02%
1,207
433
$61K 0.02%
+1,217
434
$61K 0.02%
3,930
435
$60K 0.02%
1,892
-367
436
$60K 0.02%
1,035
437
$60K 0.02%
13
-1
438
$59K 0.02%
3,500
439
$59K 0.02%
898
440
$59K 0.02%
500
441
$59K 0.02%
1,150
442
$59K 0.02%
560
-90
443
$58K 0.02%
700
444
$58K 0.02%
982
445
$58K 0.02%
916
+10
446
$58K 0.02%
1,500
447
$58K 0.02%
600
448
$58K 0.02%
935
-900
449
$58K 0.02%
1,309
450
$57K 0.02%
680
16 17
18
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