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
$254M
AUM Growth
-$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.41M
3
+$1.26M
4
WHR icon
Whirlpool
WHR
+$1.18M
5
UNH icon
UnitedHealth
UNH
+$1.15M

Top Sells

1
+$1.18M
2
+$845K
3
+$741K
4
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$729K
5
MBLY
Mobileye N.V.
MBLY
+$541K

Sector Composition

1 Healthcare 14.31%
2 Financials 12.62%
3 Technology 10.92%
4 Consumer Discretionary 8.71%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.82%
44,350
-850
27
$2.08M 0.82%
24,652
+259
28
$2.07M 0.81%
50,887
-1,200
29
$1.96M 0.77%
19,674
-376
30
$1.95M 0.77%
25,382
+600
31
$1.89M 0.74%
23,718
-900
32
$1.84M 0.72%
49,400
+7,000
33
$1.82M 0.72%
29,599
+9
34
$1.79M 0.7%
33,840
+1,390
35
$1.74M 0.69%
42,569
-7,379
36
$1.71M 0.67%
65,736
-3,628
37
$1.7M 0.67%
74,208
+4,023
38
$1.66M 0.65%
73,037
+4,000
39
$1.65M 0.65%
28,048
-209
40
$1.61M 0.63%
19,236
+1,124
41
$1.61M 0.63%
14,839
+1,539
42
$1.54M 0.61%
16,162
-974
43
$1.48M 0.58%
24,734
-2,184
44
$1.45M 0.57%
23,065
-200
45
$1.42M 0.56%
95,467
+8,059
46
$1.41M 0.56%
50,380
-10,370
47
$1.41M 0.55%
+11,836
48
$1.41M 0.55%
40,832
-100
49
$1.39M 0.55%
37,770
+2,054
50
$1.36M 0.53%
55,066
-2,733
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