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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$26K 0.01%
+2,750
452
$26K 0.01%
+932
453
$26K 0.01%
+330
454
$26K 0.01%
+376
455
$26K 0.01%
+300
456
$26K 0.01%
+350
457
$26K 0.01%
+340
458
$26K 0.01%
+500
459
$25K 0.01%
+500
460
$25K 0.01%
+650
461
$25K 0.01%
+1,300
462
$24K 0.01%
+672
463
$24K 0.01%
+2,100
464
$24K 0.01%
+33
465
$24K 0.01%
+600
466
$24K 0.01%
+400
467
$24K 0.01%
+1,000
468
$23K 0.01%
+1,200
469
$23K 0.01%
+209
470
$23K 0.01%
+432
471
$23K 0.01%
+800
472
$23K 0.01%
+600
473
$23K 0.01%
+20
474
$23K 0.01%
+2,000
475
– –
0
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19
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