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
$218M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Sells

1 +$441K
2 +$388K
3 +$275K
4
FLNG icon
FLEX LNG
FLNG
+$267K
5
CSCO icon
Cisco
CSCO
+$158K

Sector Composition

1 Technology 25.32%
2 Healthcare 8.92%
3 Industrials 8.47%
4 Financials 8.4%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$26.9K 0.01%
1,314
427
$26.8K 0.01%
100
428
$26.7K 0.01%
265
429
$26.4K 0.01%
200
430
$26.3K 0.01%
200
-200
431
$26K 0.01%
+200
432
$25.9K 0.01%
1,000
433
$25.6K 0.01%
288
+2
434
$25.5K 0.01%
295
435
$24.5K 0.01%
1,001
436
$24.2K 0.01%
698
-261
437
$23.9K 0.01%
1,000
438
$23.7K 0.01%
500
439
$23.5K 0.01%
200
440
$23.4K 0.01%
622
441
$23.2K 0.01%
425
442
$23.1K 0.01%
861
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443
$23K 0.01%
+1,000
444
$22.7K 0.01%
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$22.5K 0.01%
250
446
$22.4K 0.01%
1,876
447
$22.3K 0.01%
8,000
448
$21.8K 0.01%
335
449
$21.6K 0.01%
1,000
450
$21.2K 0.01%
190
+140