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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$13K 0.01%
+250
552
$13K 0.01%
+127
553
$13K 0.01%
+1,025
554
$13K 0.01%
+300
555
$13K 0.01%
+226
556
$13K 0.01%
+1,000
557
$13K 0.01%
+250
558
$12K ﹤0.01%
+500
559
$12K ﹤0.01%
+265
560
$12K ﹤0.01%
+351
561
$12K ﹤0.01%
+1,200
562
$12K ﹤0.01%
+844
563
$12K ﹤0.01%
+517
564
$12K ﹤0.01%
+100
565
$12K ﹤0.01%
+1,000
566
$12K ﹤0.01%
+200
567
$12K ﹤0.01%
+1,000
568
$11K ﹤0.01%
+174
569
$11K ﹤0.01%
+1,500
570
$11K ﹤0.01%
+190
571
$11K ﹤0.01%
+132
572
$11K ﹤0.01%
+300
573
$11K ﹤0.01%
+115
574
$11K ﹤0.01%
+375
575
$11K ﹤0.01%
+313
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