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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$16K 0.01%
+300
527
$16K 0.01%
+320
528
$16K 0.01%
+200
529
$16K 0.01%
+380
530
$16K 0.01%
+1,500
531
$16K 0.01%
+1,000
532
$16K 0.01%
+250
533
$16K 0.01%
+900
534
$15K 0.01%
+4,000
535
$15K 0.01%
+289
536
$15K 0.01%
+100
537
$15K 0.01%
+544
538
$15K 0.01%
+600
539
$15K 0.01%
+335
540
$14K 0.01%
+408
541
$14K 0.01%
+348
542
$14K 0.01%
+500
543
$14K 0.01%
+150
544
$14K 0.01%
+1,500
545
$14K 0.01%
+2,400
546
$13K 0.01%
+300
547
$13K 0.01%
+1,000
548
$13K 0.01%
+200
549
$13K 0.01%
+250
550
$13K 0.01%
+236
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