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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.67%
3,190
-160
27
$1.44M 0.65%
10,122
28
$1.41M 0.63%
29,650
-1,165
29
$1.4M 0.63%
13,985
+185
30
$1.39M 0.62%
138,603
31
$1.39M 0.62%
15,145
-300
32
$1.31M 0.59%
13,370
-980
33
$1.28M 0.58%
4,219
-25
34
$1.27M 0.57%
5,400
35
$1.16M 0.52%
2,560
36
$1.16M 0.52%
144,690
37
$1.13M 0.51%
39,121
-2,683
38
$1.1M 0.49%
4,202
+345
39
$1.07M 0.48%
9,274
+670
40
$1.06M 0.47%
4,153
-156
41
$1.04M 0.47%
18,000
-1,075
42
$1.03M 0.46%
4,572
43
$1.03M 0.46%
7,305
-300
44
$1.02M 0.46%
15,712
+652
45
$1.01M 0.45%
2,697
-10
46
$999K 0.45%
9,380
+130
47
$991K 0.44%
244,581
+9,024
48
$987K 0.44%
3,950
-900
49
$975K 0.44%
3,836
50
$972K 0.44%
14,170
-399
1
2
3 4 5