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
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$19K 0.01%
150
527
$19K 0.01%
1,000
528
$19K 0.01%
400
529
$19K 0.01%
+300
530
$18K 0.01%
352
531
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+400
532
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320
533
$18K 0.01%
380
534
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500
535
$17K 0.01%
+1,000
536
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295
537
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200
+22
538
$17K 0.01%
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539
$16K 0.01%
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540
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541
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408
542
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450
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543
$16K 0.01%
100
544
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155
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545
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546
$16K 0.01%
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547
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548
$16K 0.01%
335
549
$15K 0.01%
500
550
$15K 0.01%
348
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