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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 0.71%
48,334
-3,515
27
$2.05M 0.66%
28,143
-9,028
28
$2.01M 0.65%
15,830
-452
29
$1.97M 0.64%
53,373
-4,542
30
$1.94M 0.63%
18,791
31
$1.89M 0.61%
129,179
-241
32
$1.87M 0.61%
13,375
+1,707
33
$1.85M 0.6%
21,675
-261
34
$1.83M 0.59%
63,500
35
$1.79M 0.58%
16,609
-872
36
$1.77M 0.57%
79,403
+1,503
37
$1.73M 0.56%
20,619
-1,952
38
$1.71M 0.55%
8,228
+2
39
$1.69M 0.55%
20,193
-77
40
$1.69M 0.55%
11,475
-136
41
$1.69M 0.55%
29,631
+7
42
$1.66M 0.54%
31,737
43
$1.66M 0.54%
10,029
-325
44
$1.66M 0.54%
37,965
+1,075
45
$1.63M 0.53%
11,730
-1,026
46
$1.61M 0.52%
5,976
+4
47
$1.51M 0.49%
4,251
+239
48
$1.5M 0.49%
55,391
+341
49
$1.48M 0.48%
7,241
-94
50
$1.48M 0.48%
7,014
+43
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