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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1 +$462K
2 +$279K
3 +$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1 +$715K
2 +$316K
3 +$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$9.37K ﹤0.01%
280
527
$9.29K ﹤0.01%
+150
528
$9.27K ﹤0.01%
393
529
$9.25K ﹤0.01%
+175
530
$8.88K ﹤0.01%
99
531
$8.78K ﹤0.01%
250
532
$8.51K ﹤0.01%
100
533
$8.36K ﹤0.01%
28
534
$8.29K ﹤0.01%
312
535
$8.25K ﹤0.01%
150
536
$8.13K ﹤0.01%
125
537
$8.13K ﹤0.01%
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539
$8.08K ﹤0.01%
1,000
540
$7.5K ﹤0.01%
706
-42
541
$7.5K ﹤0.01%
30
542
$7.38K ﹤0.01%
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543
$7.34K ﹤0.01%
500
544
$7.31K ﹤0.01%
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545
$7.08K ﹤0.01%
150
546
$7.04K ﹤0.01%
200
547
$6.96K ﹤0.01%
350
548
$6.69K ﹤0.01%
+150
549
$6.64K ﹤0.01%
200
550
$6.61K ﹤0.01%
800
-400