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
501
$51K 0.02%
2,500
502
$51K 0.02%
487
+1
503
$51K 0.02%
+750
504
$51K 0.02%
942
505
$50K 0.02%
647
+1
506
$50K 0.02%
255
-242
507
$50K 0.02%
1,000
508
$50K 0.02%
850
509
$49K 0.02%
2,304
510
$49K 0.02%
1,155
511
$49K 0.02%
1,222
+1
512
$49K 0.02%
2,200
513
$48K 0.02%
1,500
514
$47K 0.02%
1,700
515
$47K 0.02%
1,800
516
$47K 0.02%
1,000
517
$47K 0.02%
1,500
518
$47K 0.02%
732
519
$46K 0.01%
318
520
$46K 0.01%
576
521
$46K 0.01%
400
522
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800
523
$46K 0.01%
1,026
+26
524
$46K 0.01%
500
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525
$45K 0.01%
1,249
+9
19 20
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