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
$195M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$138K
3
+$124K
4
ANET icon
Arista Networks
ANET
+$120K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$114K

Top Sells

1
+$472K
2
+$393K
3
+$359K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$298K
5
APH icon
Amphenol
APH
+$191K

Sector Composition

1 Technology 22.3%
2 Healthcare 9.85%
3 Financials 8.53%
4 Industrials 8.42%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$22.6K 0.01%
207
452
$22.6K 0.01%
100
453
$22.5K 0.01%
1,014
454
$22.5K 0.01%
44
455
$22.3K 0.01%
400
456
$21.9K 0.01%
+1,000
457
$21.8K 0.01%
8,000
458
$21.6K 0.01%
17
459
$21.1K 0.01%
400
460
$20.7K 0.01%
1,831
461
$20.6K 0.01%
+3,800
462
$20.6K 0.01%
425
463
$20.5K 0.01%
105
+15
464
$20.4K 0.01%
1,406
465
$20.3K 0.01%
500
466
$20.3K 0.01%
750
467
$20.1K 0.01%
852
+6
468
$19.9K 0.01%
160
469
$19.8K 0.01%
285
-398
470
$19.7K 0.01%
2,368
-400
471
$19.4K 0.01%
335
472
$19.4K 0.01%
281
473
$19.3K 0.01%
650
474
$19.1K 0.01%
500
475
$19K 0.01%
200
17 18
19
20 21