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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$29K 0.01%
932
452
$29K 0.01%
1,479
+341
453
$29K 0.01%
2,065
+565
454
$29K 0.01%
699
455
$29K 0.01%
600
456
$29K 0.01%
300
457
$28K 0.01%
700
458
$28K 0.01%
+850
459
$28K 0.01%
500
460
$28K 0.01%
195
+50
461
$28K 0.01%
+600
462
$28K 0.01%
+600
463
$28K 0.01%
325
464
$27K 0.01%
2,750
465
$27K 0.01%
1,600
466
$27K 0.01%
330
467
$27K 0.01%
1,200
+700
468
$27K 0.01%
500
469
$26K 0.01%
+1,000
470
$26K 0.01%
432
471
$26K 0.01%
3,000
472
$26K 0.01%
800
473
$26K 0.01%
2,103
+3
474
$26K 0.01%
400
475
$26K 0.01%
600
17 18
19
20 21