OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+5.88%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$223M
AUM Growth
+$5.09M
(+2.3%)
Cap. Flow
-$4.1M
Cap. Flow
% of AUM
-1.84%
Top 10 Holdings %
Top 10 Hldgs %
35.71%
Holding
665
New
26
Increased
77
Reduced
129
Closed
29
Top Buys
| 1 |
SPDR Euro Stoxx 50 ETF
FEZ
|
+$462K |
| 2 |
Pfizer
PFE
|
+$279K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$211K |
| 4 |
GE Vernova
GEV
|
+$204K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$185K |
Top Sells
| 1 |
Apple
AAPL
|
+$715K |
| 2 |
NVIDIA
NVDA
|
+$316K |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$309K |
| 4 |
Adobe
ADBE
|
+$258K |
| 5 |
Danaher
DHR
|
+$225K |
Sector Composition
| 1 | Technology | 27.99% |
| 2 | Healthcare | 8.39% |
| 3 | Industrials | 7.93% |
| 4 | Financials | 7.78% |
| 5 | Communication Services | 5.99% |
