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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$19.1K 0.01%
700
452
$18.7K 0.01%
200
453
$18.6K 0.01%
601
+6
454
$18.4K 0.01%
220
-75
455
$18.3K 0.01%
+650
456
$18.3K 0.01%
429
457
$18.2K 0.01%
335
458
$17.6K 0.01%
8,000
459
$17.5K 0.01%
343
460
$17.5K 0.01%
615
461
$17.2K 0.01%
+300
462
$17.2K 0.01%
350
463
$16.8K 0.01%
75
464
$16.7K 0.01%
1,000
465
$16.5K 0.01%
276
-300
466
$16.5K 0.01%
800
467
$16.5K 0.01%
593
-1,000
468
$16.4K 0.01%
+500
469
$16.3K 0.01%
2,000
470
$16.2K 0.01%
250
-250
471
$16K 0.01%
301
472
$15.6K 0.01%
125
473
$15.6K 0.01%
1,300
474
$15.3K 0.01%
+250
475
$15.1K 0.01%
250
17 18
19
20 21