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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$66K 0.02%
1,000
452
$66K 0.02%
330
453
$66K 0.02%
1,605
454
$66K 0.02%
400
455
$66K 0.02%
3,800
+2,800
456
$65K 0.02%
2,100
-500
457
$65K 0.02%
567
-206
458
$64K 0.02%
700
459
$64K 0.02%
700
460
$64K 0.02%
1,065
461
$63K 0.02%
+1,500
462
$63K 0.02%
+500
463
$62K 0.02%
1,750
-35
464
$62K 0.02%
1,046
465
$62K 0.02%
2,461
+1,000
466
$61K 0.02%
1,217
467
$61K 0.02%
7,668
468
$61K 0.02%
500
-64
469
$61K 0.02%
2,467
470
$60K 0.02%
350
471
$60K 0.02%
3,619
472
$60K 0.02%
2,000
-2,000
473
$59K 0.02%
2,950
474
$59K 0.02%
340
+255
475
$59K 0.02%
1,500
17 18
19
20 21