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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$45K 0.01%
2,000
+800
527
$44K 0.01%
2,556
528
$44K 0.01%
720
529
$44K 0.01%
2,700
530
$43K 0.01%
2,800
531
$43K 0.01%
600
532
$43K 0.01%
450
+32
533
$43K 0.01%
1,000
-519
534
$43K 0.01%
259
535
$43K 0.01%
+1,000
536
$42K 0.01%
2,300
537
$42K 0.01%
2,000
-2,000
538
$42K 0.01%
1,626
-2,367
539
$42K 0.01%
500
540
$42K 0.01%
296
541
$42K 0.01%
4,400
542
$41K 0.01%
1,000
543
$41K 0.01%
1,308
-229
544
$41K 0.01%
5,000
545
$41K 0.01%
1,894
-2,054
546
$41K 0.01%
252
547
$41K 0.01%
237
548
$41K 0.01%
200
-300
549
$40K 0.01%
1,000
550
$40K 0.01%
28,500
-3,000
20 21
22
23 24