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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$37K 0.01%
2,784
-577
527
$37K 0.01%
+2,250
528
$37K 0.01%
2,000
529
$36K 0.01%
2,258
530
$36K 0.01%
1,100
531
$36K 0.01%
1,010
532
$36K 0.01%
850
533
$36K 0.01%
720
534
$36K 0.01%
1,300
+1,000
535
$35K 0.01%
775
-250
536
$35K 0.01%
625
537
$35K 0.01%
1,500
538
$35K 0.01%
400
539
$35K 0.01%
4,000
540
$34K 0.01%
750
541
$34K 0.01%
400
542
$34K 0.01%
1,000
543
$34K 0.01%
1,500
544
$33K 0.01%
500
-325
545
$33K 0.01%
1,650
546
$33K 0.01%
459
547
$33K 0.01%
2,000
548
$33K 0.01%
2,508
-64
549
$32K 0.01%
2,305
550
$32K 0.01%
1,000
20 21
22
23 24