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
$212M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Sells

1 +$1.45M
2 +$1.2M
3 +$309K
4
FSLR icon
First Solar
FSLR
+$307K
5
UNH icon
UnitedHealth
UNH
+$266K

Sector Composition

1 Technology 25.07%
2 Financials 9.41%
3 Healthcare 7.75%
4 Industrials 7.65%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$8.63K ﹤0.01%
99
527
$8.32K ﹤0.01%
2,000
528
$8.31K ﹤0.01%
400
529
$8.23K ﹤0.01%
25
530
$8.23K ﹤0.01%
+220
531
$8.16K ﹤0.01%
12
532
$7.93K ﹤0.01%
28
533
$7.76K ﹤0.01%
200
534
$7.61K ﹤0.01%
500
535
$7.54K ﹤0.01%
1,000
536
$7.53K ﹤0.01%
192
537
$7.48K ﹤0.01%
4,056
538
$7.05K ﹤0.01%
+242
539
$6.92K ﹤0.01%
1,000
540
$6.9K ﹤0.01%
150
541
$6.83K ﹤0.01%
100
542
$6.8K ﹤0.01%
80
543
$6.62K ﹤0.01%
650
544
$6.4K ﹤0.01%
550
545
$6.27K ﹤0.01%
150
546
$6.24K ﹤0.01%
200
547
$6.17K ﹤0.01%
+150
548
$6.15K ﹤0.01%
706
549
$6K ﹤0.01%
361
+17
550
$5.96K ﹤0.01%
200