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
$299M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$928K
3
+$662K
4
C icon
Citigroup
C
+$647K
5
MCHP icon
Microchip Technology
MCHP
+$518K

Top Sells

1
+$915K
2
+$495K
3
+$417K
4
SHPG
Shire pic
SHPG
+$359K
5
GE icon
GE Aerospace
GE
+$351K

Sector Composition

1 Financials 13.33%
2 Technology 13%
3 Healthcare 12.2%
4 Industrials 8.01%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 0.87%
22,388
-620
27
$2.59M 0.87%
15,753
-100
28
$2.53M 0.85%
65,655
29
$2.33M 0.78%
19,802
+2,192
30
$2.27M 0.76%
98,187
+533
31
$2.24M 0.75%
8,821
-28
32
$2.23M 0.75%
41,663
-1,200
33
$2.21M 0.74%
18,405
34
$1.98M 0.66%
70,686
-7,287
35
$1.97M 0.66%
8,313
-355
36
$1.94M 0.65%
20,304
-805
37
$1.91M 0.64%
73,412
-6,131
38
$1.91M 0.64%
29,624
+9
39
$1.87M 0.63%
25,439
+40
40
$1.86M 0.62%
14,335
-40
41
$1.86M 0.62%
8,235
+25
42
$1.78M 0.6%
23,053
-934
43
$1.68M 0.56%
11,811
-100
44
$1.62M 0.54%
107,730
+2,459
45
$1.6M 0.53%
10,773
+87
46
$1.57M 0.53%
31,697
-1,488
47
$1.54M 0.52%
59,238
+6,096
48
$1.53M 0.51%
12,154
49
$1.5M 0.5%
21,987
-237
50
$1.49M 0.5%
18,129
+68
1
2
3 4 5