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
$258M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.25M
3
+$1.05M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$636K
5
PGX icon
Invesco Preferred ETF
PGX
+$631K

Top Sells

1
+$1.35M
2
+$1.19M
3
+$466K
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$402K
5
ORCL icon
Oracle
ORCL
+$358K

Sector Composition

1 Healthcare 14.86%
2 Financials 12.28%
3 Technology 10.72%
4 Consumer Discretionary 8.29%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.8%
23,618
-100
27
$2.03M 0.79%
50,387
-500
28
$2.03M 0.79%
24,366
-286
29
$2M 0.77%
38,996
-2,896
30
$1.98M 0.77%
24,382
-1,000
31
$1.98M 0.77%
19,674
32
$1.94M 0.75%
33,445
-1,423
33
$1.85M 0.72%
19,695
+459
34
$1.83M 0.71%
76,746
+2,538
35
$1.77M 0.69%
29,717
+1,669
36
$1.74M 0.68%
59,506
+4,440
37
$1.71M 0.66%
16,337
+175
38
$1.68M 0.65%
13,809
-1,030
39
$1.65M 0.64%
47,600
-1,800
40
$1.63M 0.63%
71,037
-2,000
41
$1.61M 0.63%
29,249
-350
42
$1.6M 0.62%
12,668
+1,992
43
$1.55M 0.6%
11,836
44
$1.51M 0.59%
34,144
+304
45
$1.46M 0.57%
+6,320
46
$1.43M 0.55%
21,059
+75
47
$1.41M 0.55%
40,832
48
$1.39M 0.54%
36,570
-1,200
49
$1.38M 0.54%
33,817
-8,752
50
$1.35M 0.52%
25,169
-385
1
2
3 4 5