OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+1.76%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$266M
AUM Growth
+$375K
(+0.14%)
Cap. Flow
-$2.71M
Cap. Flow
% of AUM
-1.02%
Top 10 Holdings %
Top 10 Hldgs %
21.5%
Holding
815
New
53
Increased
107
Reduced
178
Closed
60
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
+$1.46M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$666K |
| 3 |
CBRE Group
CBRE
|
+$553K |
| 4 |
Invesco Senior Loan ETF
BKLN
|
+$385K |
| 5 |
Arrow Electronics
ARW
|
+$266K |
Top Sells
| 1 |
Southern Company
SO
|
+$719K |
| 2 |
VF Corp
VFC
|
+$327K |
| 3 |
Helmerich & Payne
HP
|
+$299K |
| 4 |
Nike
NKE
|
+$284K |
| 5 |
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% |
