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
$248M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$9.05M
3
+$8.78M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.56M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.82M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.9%
2 Financials 13.55%
3 Technology 11.63%
4 Consumer Discretionary 9.06%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.8%
+26,872
27
$1.93M 0.78%
+35,977
28
$1.91M 0.77%
+22,979
29
$1.85M 0.75%
+67,608
30
$1.75M 0.7%
+17,076
31
$1.74M 0.7%
+39,323
32
$1.74M 0.7%
+39,926
33
$1.64M 0.66%
+17,657
34
$1.62M 0.65%
+41,332
35
$1.6M 0.65%
+69,437
36
$1.6M 0.65%
+27,792
37
$1.56M 0.63%
+12,887
38
$1.51M 0.61%
+26,507
39
$1.46M 0.59%
+23,802
40
$1.46M 0.59%
+69,585
41
$1.46M 0.59%
+8,395
42
$1.43M 0.58%
+28,830
43
$1.43M 0.58%
+57,303
44
$1.37M 0.55%
+13,862
45
$1.36M 0.55%
+17,241
46
$1.33M 0.54%
+17,877
47
$1.33M 0.54%
+21,649
48
$1.32M 0.53%
+97,213
49
$1.3M 0.52%
+19,870
50
$1.3M 0.52%
+132,438
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