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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$59K 0.02%
2,340
477
$58K 0.02%
550
478
$58K 0.02%
1,800
479
$58K 0.02%
1,479
480
$58K 0.02%
1,025
+625
481
$57K 0.02%
3,000
482
$57K 0.02%
4,500
483
$57K 0.02%
1,522
+2
484
$56K 0.02%
9,000
+6,500
485
$56K 0.02%
1,943
+15
486
$56K 0.02%
1,370
-2,765
487
$55K 0.02%
2,009
488
$55K 0.02%
1,510
489
$54K 0.02%
585
-300
490
$54K 0.02%
450
+200
491
$54K 0.02%
650
492
$54K 0.02%
3,525
+2,200
493
$53K 0.02%
4,500
494
$52K 0.02%
1,650
495
$52K 0.02%
1,800
496
$52K 0.02%
1,600
497
$52K 0.02%
2,072
+472
498
$51K 0.02%
1,101
+1,001
499
$51K 0.02%
1,185
-2,950
500
$51K 0.02%
800
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