OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+3.44%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$311M
AUM Growth
+$9.76M
(+3.2%)
Cap. Flow
+$29.1M
Cap. Flow
% of AUM
9.34%
Top 10 Holdings %
Top 10 Hldgs %
20.39%
Holding
1,075
New
134
Increased
206
Reduced
202
Closed
65
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.32M |
| 2 |
Oracle
ORCL
|
+$2.22M |
| 3 |
UnitedHealth
UNH
|
+$1.63M |
| 4 |
Costco
COST
|
+$1.57M |
| 5 |
Cisco
CSCO
|
+$1.52M |
Top Sells
| 1 |
Apple
AAPL
|
+$1.03M |
| 2 |
Invesco Senior Loan ETF
BKLN
|
+$939K |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$924K |
| 4 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
+$651K |
| 5 |
Gilead Sciences
GILD
|
+$561K |
Sector Composition
| 1 | Financials | 12.87% |
| 2 | Healthcare | 11.95% |
| 3 | Technology | 11.45% |
| 4 | Industrials | 8.16% |
| 5 | Consumer Discretionary | 7.98% |
