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
$347M
AUM Growth
+$6.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$471K
2
+$458K
3
+$447K
4
VB icon
Vanguard Small-Cap ETF
VB
+$306K
5
CE icon
Celanese
CE
+$286K

Top Sells

1
+$315K
2
+$313K
3
+$313K
4
TWX
Time Warner Inc
TWX
+$276K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$270K

Sector Composition

1 Technology 14.75%
2 Financials 12.56%
3 Healthcare 11.25%
4 Industrials 7.75%
5 Consumer Discretionary 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$65K 0.02%
880
477
$65K 0.02%
1,200
478
$65K 0.02%
1,800
479
$64K 0.02%
3,000
480
$64K 0.02%
7,668
481
$64K 0.02%
1,513
+9
482
$64K 0.02%
500
483
$64K 0.02%
3,100
-5,100
484
$63K 0.02%
2,304
485
$63K 0.02%
270
486
$63K 0.02%
3,950
-1,200
487
$62K 0.02%
800
488
$62K 0.02%
1,458
489
$62K 0.02%
16,050
+364
490
$62K 0.02%
997
+300
491
$62K 0.02%
875
-500
492
$62K 0.02%
1,221
493
$62K 0.02%
1,307
+1
494
$62K 0.02%
2,340
-500
495
$61K 0.02%
1,210
496
$61K 0.02%
900
+500
497
$61K 0.02%
+1,210
498
$60K 0.02%
+1,000
499
$59K 0.02%
1,217
500
$59K 0.02%
1,166
+2
18 19
20
21 22