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
$266M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.25M
3
+$676K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$468K
5
DVY icon
iShares Select Dividend ETF
DVY
+$402K

Top Sells

1
+$1.5M
2
+$406K
3
+$388K
4
DRI icon
Darden Restaurants
DRI
+$376K
5
TGT icon
Target
TGT
+$353K

Sector Composition

1 Financials 14.15%
2 Healthcare 11.33%
3 Technology 10.56%
4 Industrials 9.75%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$19K 0.01%
+500
527
$19K 0.01%
+700
528
$19K 0.01%
200
529
$19K 0.01%
500
530
$19K 0.01%
1,000
531
$19K 0.01%
1,500
532
$18K 0.01%
352
533
$18K 0.01%
1,300
534
$18K 0.01%
200
535
$18K 0.01%
320
536
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491
537
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+200
538
$18K 0.01%
300
539
$18K 0.01%
380
540
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541
$18K 0.01%
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542
$18K 0.01%
400
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$17K 0.01%
295
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544
$17K 0.01%
700
545
$17K 0.01%
166
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546
$17K 0.01%
500
547
$17K 0.01%
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548
$16K 0.01%
1,200
549
$16K 0.01%
300
550
$16K 0.01%
575
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