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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$50K 0.02%
520
477
$50K 0.02%
5,000
478
$49K 0.02%
2,853
-2,950
479
$49K 0.02%
1,150
-457
480
$49K 0.02%
1,500
481
$48K 0.02%
42
482
$48K 0.02%
2,016
+8
483
$48K 0.02%
2,000
484
$48K 0.02%
500
485
$48K 0.02%
1,372
+1,172
486
$47K 0.02%
1,480
487
$47K 0.02%
3,200
488
$47K 0.02%
880
489
$46K 0.02%
350
490
$46K 0.02%
700
+200
491
$46K 0.02%
1,100
492
$46K 0.02%
1,107
+356
493
$46K 0.02%
3,057
+840
494
$46K 0.02%
2,253
495
$46K 0.02%
1,900
496
$46K 0.02%
350
497
$45K 0.01%
800
-700
498
$45K 0.01%
2,660
-3,000
499
$45K 0.01%
940
-93
500
$45K 0.01%
940
+680
18 19
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