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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 0.83%
38,139
-5,607
27
$2.09M 0.79%
27,894
-1,919
28
$2.06M 0.77%
25,128
+96
29
$1.99M 0.75%
25,554
-1,550
30
$1.98M 0.74%
50,050
-3,600
31
$1.92M 0.72%
123,298
+12,800
32
$1.9M 0.71%
84,611
-5,593
33
$1.83M 0.69%
14,054
-540
34
$1.7M 0.64%
13,732
+1,033
35
$1.7M 0.64%
37,424
-3,559
36
$1.64M 0.62%
40,100
-544
37
$1.57M 0.59%
36,240
-1,649
38
$1.55M 0.58%
12,489
-682
39
$1.48M 0.56%
40,260
-925
40
$1.46M 0.55%
17,251
-2,385
41
$1.46M 0.55%
+16,923
42
$1.46M 0.55%
16,808
-2,387
43
$1.44M 0.54%
15,998
-847
44
$1.42M 0.53%
74,000
+12,600
45
$1.39M 0.52%
26,272
-1,860
46
$1.38M 0.52%
53,961
-618
47
$1.37M 0.52%
17,017
-523
48
$1.36M 0.51%
26,506
-1,207
49
$1.36M 0.51%
16,968
-248
50
$1.35M 0.51%
76,580
-470
1
2
3 4 5