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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1 +$462K
2 +$279K
3 +$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1 +$715K
2 +$316K
3 +$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$15K 0.01%
303
477
$15K 0.01%
50
478
$14.9K 0.01%
125
479
$14.8K 0.01%
250
480
$14.8K 0.01%
+300
481
$14.5K 0.01%
100
482
$14.5K 0.01%
+427
483
$14.3K 0.01%
+200
484
$14.2K 0.01%
290
485
$14.1K 0.01%
93
+60
486
$14.1K 0.01%
200
487
$14K 0.01%
150
-200
488
$14K 0.01%
1,000
489
$14K 0.01%
700
490
$14K 0.01%
2,200
491
$14K 0.01%
5,000
492
$13.9K 0.01%
271
+3
493
$13.6K 0.01%
800
494
$13.3K 0.01%
400
495
$13.1K 0.01%
75
496
$13.1K 0.01%
200
497
$13.1K 0.01%
180
498
$13K 0.01%
66
499
$12.9K 0.01%
223
-50
500
$12.3K 0.01%
400