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
$266M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.25M
3
+$676K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$468K
5
DVY icon
iShares Select Dividend ETF
DVY
+$402K

Top Sells

1
+$1.5M
2
+$406K
3
+$388K
4
DRI icon
Darden Restaurants
DRI
+$376K
5
TGT icon
Target
TGT
+$353K

Sector Composition

1 Financials 14.15%
2 Healthcare 11.33%
3 Technology 10.56%
4 Industrials 9.75%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$26K 0.01%
2,100
477
$26K 0.01%
600
478
$26K 0.01%
600
479
$26K 0.01%
350
480
$25K 0.01%
347
+173
481
$25K 0.01%
1,500
482
$25K 0.01%
+925
483
$25K 0.01%
1,100
+100
484
$24K 0.01%
1,205
485
$24K 0.01%
800
486
$24K 0.01%
1,508
487
$24K 0.01%
+500
488
$23K 0.01%
1,200
489
$23K 0.01%
500
490
$23K 0.01%
209
491
$23K 0.01%
+1,138
492
$23K 0.01%
358
493
$23K 0.01%
672
494
$23K 0.01%
1,000
495
$23K 0.01%
808
496
$23K 0.01%
1,000
497
$23K 0.01%
600
498
$23K 0.01%
+842
499
$22K 0.01%
840
+454
500
$22K 0.01%
450
18 19
20
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