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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 0.8%
29,844
+100
27
$2.41M 0.8%
38,755
+319
28
$2.4M 0.8%
39,897
-23
29
$2.17M 0.72%
78,844
+31,955
30
$2.08M 0.69%
14,630
-4
31
$2.06M 0.68%
23,887
-600
32
$2M 0.66%
43,058
+5
33
$1.95M 0.65%
50,075
-50
34
$1.92M 0.64%
20,259
+615
35
$1.87M 0.62%
126,378
-3,196
36
$1.84M 0.61%
18,314
37
$1.79M 0.59%
34,992
-1,799
38
$1.69M 0.56%
20,020
-32
39
$1.68M 0.56%
33,607
-259
40
$1.62M 0.54%
39,563
+1
41
$1.6M 0.53%
30,354
+800
42
$1.57M 0.52%
13,034
-1,670
43
$1.53M 0.51%
16,650
+487
44
$1.51M 0.5%
8,240
-650
45
$1.51M 0.5%
16,998
-50
46
$1.51M 0.5%
12,283
-470
47
$1.47M 0.49%
90,710
-1,064
48
$1.45M 0.48%
25,056
-3,450
49
$1.43M 0.47%
13,357
-753
50
$1.43M 0.47%
16,348
-100
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2
3 4 5