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
$195M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$138K
3
+$124K
4
ANET icon
Arista Networks
ANET
+$120K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$114K

Top Sells

1
+$472K
2
+$393K
3
+$359K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$298K
5
APH icon
Amphenol
APH
+$191K

Sector Composition

1 Technology 22.3%
2 Healthcare 9.85%
3 Financials 8.53%
4 Industrials 8.42%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$28.9K 0.01%
197
427
$28.7K 0.01%
3,000
428
$28.2K 0.01%
225
429
$28.1K 0.01%
300
-4,200
430
$27.9K 0.01%
3,000
431
$27.6K 0.01%
500
-78
432
$27.6K 0.01%
302
433
$27.3K 0.01%
350
434
$26.8K 0.01%
560
435
$26.3K 0.01%
600
436
$25.9K 0.01%
200
437
$25.9K 0.01%
380
438
$25.4K 0.01%
500
439
$25.4K 0.01%
10
440
$25.4K 0.01%
+300
441
$24.8K 0.01%
1,700
442
$24.5K 0.01%
217
443
$24K 0.01%
1,314
444
$23.9K 0.01%
1,100
445
$23.6K 0.01%
350
-68
446
$23.5K 0.01%
622
447
$23.5K 0.01%
1,250
448
$23.4K 0.01%
500
449
$23.2K 0.01%
265
450
$22.7K 0.01%
325
16 17
18
19 20