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
$212M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Sells

1 +$1.45M
2 +$1.2M
3 +$309K
4
FSLR icon
First Solar
FSLR
+$307K
5
UNH icon
UnitedHealth
UNH
+$266K

Sector Composition

1 Technology 25.07%
2 Financials 9.41%
3 Healthcare 7.75%
4 Industrials 7.65%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$11.4K 0.01%
59
502
$11.4K 0.01%
26
+5
503
$11.2K 0.01%
500
504
$10.9K 0.01%
300
505
$10.9K 0.01%
300
506
$10.9K 0.01%
700
507
$10.5K ﹤0.01%
88
508
$10.5K ﹤0.01%
486
509
$10.3K ﹤0.01%
180
510
$10.3K ﹤0.01%
1,198
511
$10.3K ﹤0.01%
100
512
$10K ﹤0.01%
165
513
$9.99K ﹤0.01%
350
514
$9.92K ﹤0.01%
200
515
$9.86K ﹤0.01%
200
516
$9.77K ﹤0.01%
500
517
$9.71K ﹤0.01%
312
518
$9.62K ﹤0.01%
42
519
$9.58K ﹤0.01%
393
520
$9.58K ﹤0.01%
+1,000
521
$9.48K ﹤0.01%
127
+1
522
$9.46K ﹤0.01%
10
523
$9.12K ﹤0.01%
501
524
$9K ﹤0.01%
125
525
$8.91K ﹤0.01%
200