OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
-2.58%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$195M
AUM Growth
-$8.93M
(-4.4%)
Cap. Flow
-$2.12M
Cap. Flow
% of AUM
-1.09%
Top 10 Holdings %
Top 10 Hldgs %
29.82%
Holding
733
New
25
Increased
136
Reduced
106
Closed
15
Top Buys
| 1 |
Vitesse Energy
VTS
|
+$451K |
| 2 |
PIMCO Dynamic Income Fund
PDI
|
+$138K |
| 3 |
D.R. Horton
DHI
|
+$124K |
| 4 |
Arista Networks
ANET
|
+$120K |
| 5 |
Invesco International Developed Dynamic Multifactor ETF
IMFL
|
+$114K |
Top Sells
| 1 |
Invesco Preferred ETF
PGX
|
+$472K |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$393K |
| 3 |
Apple
AAPL
|
+$359K |
| 4 |
Sociedad Química y Minera de Chile
SQM
|
+$298K |
| 5 |
Amphenol
APH
|
+$191K |
Sector Composition
| 1 | Technology | 22.3% |
| 2 | Healthcare | 9.85% |
| 3 | Financials | 8.53% |
| 4 | Industrials | 8.42% |
| 5 | Consumer Discretionary | 5.93% |
