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
$212M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Sells

1 +$1.45M
2 +$1.2M
3 +$309K
4
FSLR icon
First Solar
FSLR
+$307K
5
UNH icon
UnitedHealth
UNH
+$266K

Sector Composition

1 Technology 25.07%
2 Financials 9.41%
3 Healthcare 7.75%
4 Industrials 7.65%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$14.8K 0.01%
+500
477
$14.7K 0.01%
217
+17
478
$14.7K 0.01%
100
479
$14.3K 0.01%
1,300
480
$14.1K 0.01%
1,100
481
$13.6K 0.01%
208
482
$13.5K 0.01%
+100
483
$13.5K 0.01%
343
484
$13.4K 0.01%
213
485
$13.2K 0.01%
1,000
486
$13.2K 0.01%
100
487
$13.2K 0.01%
50
488
$12.7K 0.01%
8,000
489
$12.7K 0.01%
604
490
$12.6K 0.01%
168
491
$12.6K 0.01%
1,000
492
$12.3K 0.01%
125
493
$12.1K 0.01%
1,000
494
$12K 0.01%
75
495
$12K 0.01%
75
496
$11.9K 0.01%
1,500
+1,200
497
$11.7K 0.01%
800
498
$11.6K 0.01%
417
499
$11.6K 0.01%
150
500
$11.4K 0.01%
1,000