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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$45K 0.01%
3,468
-500
502
$45K 0.01%
1,590
503
$45K 0.01%
691
504
$45K 0.01%
1,226
505
$44K 0.01%
1,124
506
$43K 0.01%
1,527
507
$43K 0.01%
+700
508
$43K 0.01%
506
+2
509
$43K 0.01%
500
510
$42K 0.01%
1,620
+620
511
$42K 0.01%
2,000
-600
512
$42K 0.01%
556
+1
513
$41K 0.01%
1,800
+800
514
$41K 0.01%
800
515
$40K 0.01%
300
516
$40K 0.01%
1,458
517
$39K 0.01%
1,000
518
$39K 0.01%
1,426
519
$39K 0.01%
600
520
$38K 0.01%
1,500
521
$38K 0.01%
1,148
522
$38K 0.01%
555
523
$37K 0.01%
1,835
+385
524
$37K 0.01%
909
+2
525
$37K 0.01%
1,544
19 20
21
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