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
$259M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$913K
3
+$913K
4
GE icon
GE Aerospace
GE
+$734K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$711K

Top Sells

1
+$1.15M
2
+$697K
3
+$673K
4
AVGO icon
Broadcom
AVGO
+$405K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$392K

Sector Composition

1 Healthcare 15.21%
2 Financials 13.09%
3 Technology 11.77%
4 Consumer Discretionary 8.29%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.8%
24,393
+1,414
27
$2M 0.77%
20,050
+2,393
28
$1.93M 0.74%
24,618
-540
29
$1.89M 0.73%
24,782
-2,090
30
$1.87M 0.72%
69,364
+1,756
31
$1.85M 0.72%
29,590
+5,788
32
$1.82M 0.71%
49,948
-6,269
33
$1.8M 0.7%
38,994
-932
34
$1.78M 0.69%
60,750
-4,140
35
$1.77M 0.68%
32,450
+3,620
36
$1.62M 0.63%
26,918
+411
37
$1.61M 0.62%
+42,400
38
$1.58M 0.61%
40,932
-400
39
$1.58M 0.61%
8,757
+362
40
$1.55M 0.6%
69,037
-400
41
$1.54M 0.6%
17,136
-105
42
$1.52M 0.59%
70,185
+600
43
$1.49M 0.58%
10,287
+972
44
$1.48M 0.57%
28,257
+465
45
$1.48M 0.57%
57,799
+496
46
$1.45M 0.56%
28,907
-7,070
47
$1.42M 0.55%
13,468
-3,608
48
$1.41M 0.55%
18,112
+235
49
$1.4M 0.54%
31,238
50
$1.4M 0.54%
23,265
+15,215
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