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
$195M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$138K
3
+$124K
4
ANET icon
Arista Networks
ANET
+$120K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$114K

Top Sells

1
+$472K
2
+$393K
3
+$359K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$298K
5
APH icon
Amphenol
APH
+$191K

Sector Composition

1 Technology 22.3%
2 Healthcare 9.85%
3 Financials 8.53%
4 Industrials 8.42%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$11.6K 0.01%
250
527
$11.6K 0.01%
630
528
$11.5K 0.01%
455
529
$11.3K 0.01%
1,000
+500
530
$11.1K 0.01%
168
531
$11.1K 0.01%
263
+3
532
$10.9K 0.01%
213
-106
533
$10.8K 0.01%
28
-100
534
$10.7K 0.01%
500
535
$10.6K 0.01%
280
536
$10.5K 0.01%
529
-79
537
$10.5K 0.01%
1,000
538
$10.4K 0.01%
1,058
539
$10.4K 0.01%
3,950
+400
540
$10.3K 0.01%
400
541
$10.2K 0.01%
100
542
$10.1K 0.01%
1,000
543
$9.89K 0.01%
1,000
544
$9.73K 0.01%
66
+26
545
$9.69K 0.01%
604
546
$9.67K 0.01%
138
547
$9.65K ﹤0.01%
100
548
$9.63K ﹤0.01%
520
549
$9.55K ﹤0.01%
1,195
+100
550
$9.49K ﹤0.01%
200
20 21
22
23 24