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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1 +$462K
2 +$279K
3 +$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1 +$715K
2 +$316K
3 +$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$12.1K 0.01%
609
+68
502
$12.1K 0.01%
50
503
$12K 0.01%
168
504
$11.9K 0.01%
300
505
$11.7K 0.01%
1,000
506
$11.6K 0.01%
1,000
507
$11.5K 0.01%
213
508
$11.5K 0.01%
212
509
$11.5K 0.01%
604
510
$11K ﹤0.01%
417
511
$10.8K ﹤0.01%
200
512
$10.7K ﹤0.01%
200
513
$10.4K ﹤0.01%
+500
514
$10.4K ﹤0.01%
100
-3
515
$10.4K ﹤0.01%
1,000
516
$10.1K ﹤0.01%
165
517
$9.99K ﹤0.01%
100
518
$9.97K ﹤0.01%
330
519
$9.89K ﹤0.01%
+12
520
$9.82K ﹤0.01%
42
521
$9.76K ﹤0.01%
562
522
$9.72K ﹤0.01%
1,000
523
$9.6K ﹤0.01%
200
524
$9.48K ﹤0.01%
65
525
$9.45K ﹤0.01%
700