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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$24.2K 0.01%
1,200
427
$24.2K 0.01%
+1,000
428
$24.1K 0.01%
1,993
-200
429
$23.6K 0.01%
1,350
+1,000
430
$23.2K 0.01%
500
431
$23.2K 0.01%
1,876
432
$22.7K 0.01%
200
433
$22.6K 0.01%
425
434
$22.5K 0.01%
698
435
$22.5K 0.01%
200
436
$22.3K 0.01%
861
437
$22.2K 0.01%
50
438
$22K 0.01%
876
439
$22K 0.01%
1,000
440
$22K 0.01%
600
441
$22K 0.01%
+1,000
442
$21.6K 0.01%
+46
443
$21.5K 0.01%
622
444
$21.2K 0.01%
132
-65
445
$20.8K 0.01%
+54
446
$20.4K 0.01%
+1,000
447
$19.9K 0.01%
140
-50
448
$19.8K 0.01%
450
449
$19.3K 0.01%
300
-350
450
$19.2K 0.01%
1,000
16 17
18
19 20