OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$639K
3
+$543K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$386K
5
PHM icon
Pultegroup
PHM
+$249K

Top Sells

1
+$687K
2
+$316K
3
+$291K
4
HP icon
Helmerich & Payne
HP
+$258K
5
MA icon
Mastercard
MA
+$237K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$26K 0.01%
800
477
$26K 0.01%
1,000
478
$26K 0.01%
700
+200
479
$26K 0.01%
+1,500
480
$26K 0.01%
+1,500
481
$25K 0.01%
672
482
$25K 0.01%
808
483
$25K 0.01%
925
484
$24K 0.01%
1,200
485
$24K 0.01%
+600
486
$24K 0.01%
477
-191
487
$24K 0.01%
363
488
$24K 0.01%
400
489
$24K 0.01%
800
+300
490
$24K 0.01%
880
-1,000
491
$24K 0.01%
340
492
$23K 0.01%
432
-441
493
$23K 0.01%
340
494
$23K 0.01%
20
495
$23K 0.01%
1,148
496
$23K 0.01%
+1,000
497
$22K 0.01%
2,500
+500
498
$22K 0.01%
200
499
$22K 0.01%
1,826
500
$22K 0.01%
645
+2
18 19
20
21 22