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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$22K 0.01%
+300
477
$22K 0.01%
+1,508
478
$22K 0.01%
+691
479
$22K 0.01%
+700
480
$22K 0.01%
+808
481
$22K 0.01%
+1,000
482
$22K 0.01%
+1,150
483
$22K 0.01%
+500
484
$21K 0.01%
+1,100
485
$21K 0.01%
+1,826
486
$21K 0.01%
+1,030
487
$21K 0.01%
+358
488
$21K 0.01%
+1,500
489
$21K 0.01%
+333
490
$21K 0.01%
+675
491
$21K 0.01%
+2,500
492
$21K 0.01%
+10,000
493
$20K 0.01%
+450
494
$20K 0.01%
+1,205
495
$20K 0.01%
+340
496
$20K 0.01%
+200
497
$20K 0.01%
+271
498
$20K 0.01%
+2,500
499
$20K 0.01%
+3,000
500
$20K 0.01%
+87
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