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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$20K 0.01%
+686
502
$20K 0.01%
+1,228
503
$20K 0.01%
+300
504
$20K 0.01%
+800
505
$19K 0.01%
+1,520
506
$19K 0.01%
+200
507
$19K 0.01%
+1,000
508
$19K 0.01%
+450
509
$19K 0.01%
+1,500
510
$19K 0.01%
+572
511
$19K 0.01%
+400
512
$19K 0.01%
+600
513
$19K 0.01%
+367
514
$18K 0.01%
+1,300
515
$18K 0.01%
+3,000
516
$18K 0.01%
+491
517
$18K 0.01%
+300
518
$18K 0.01%
+500
519
$18K 0.01%
+500
520
$17K 0.01%
+352
521
$17K 0.01%
+1,200
522
$17K 0.01%
+450
523
$17K 0.01%
+575
524
$17K 0.01%
+700
525
$16K 0.01%
+700
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