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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$76K 0.02%
2,294
-1,974
427
$76K 0.02%
1,360
428
$76K 0.02%
650
-465
429
$76K 0.02%
+805
430
$75K 0.02%
1,813
431
$75K 0.02%
955
432
$74K 0.02%
1,909
+9
433
$74K 0.02%
600
434
$73K 0.02%
1,000
435
$72K 0.02%
880
436
$72K 0.02%
750
437
$72K 0.02%
1,050
+600
438
$71K 0.02%
1,200
439
$71K 0.02%
4,000
+1,000
440
$70K 0.02%
1,550
441
$70K 0.02%
800
442
$69K 0.02%
737
443
$69K 0.02%
2,700
444
$68K 0.02%
17,590
+391
445
$68K 0.02%
5,000
446
$68K 0.02%
2,564
+62
447
$67K 0.02%
21,459
448
$67K 0.02%
1,656
449
$66K 0.02%
270
450
$66K 0.02%
1,154
+2
16 17
18
19 20