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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.88%
+70,434
27
$2.02M 0.83%
+39,020
28
$2.02M 0.83%
+48,719
29
$1.99M 0.82%
+28,074
30
$1.96M 0.8%
+30,563
31
$1.91M 0.78%
+20,511
32
$1.86M 0.76%
+110,398
33
$1.81M 0.74%
+25,232
34
$1.76M 0.72%
+14,302
35
$1.55M 0.64%
+13,012
36
$1.52M 0.62%
+23,786
37
$1.49M 0.61%
+12,967
38
$1.48M 0.61%
+41,185
39
$1.45M 0.6%
+31,099
40
$1.45M 0.6%
+15,882
41
$1.42M 0.58%
+18,131
42
$1.42M 0.58%
+26,912
43
$1.4M 0.57%
+37,939
44
$1.36M 0.56%
+55,221
45
$1.35M 0.55%
+53,500
46
$1.33M 0.55%
+77,050
47
$1.32M 0.54%
+39,715
48
$1.31M 0.54%
+17,304
49
$1.3M 0.53%
+31,877
50
$1.3M 0.53%
+29,019
1
2
3 4 5