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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
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180
552
$15K 0.01%
+982
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$15K 0.01%
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554
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555
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600
556
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1,500
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557
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558
$14K 0.01%
575
559
$14K 0.01%
250
560
$14K 0.01%
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561
$14K 0.01%
313
562
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563
$14K 0.01%
557
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564
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565
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$13K ﹤0.01%
836
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200
570
$13K ﹤0.01%
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571
– –
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572
$13K ﹤0.01%
1,000
573
$12K ﹤0.01%
174
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574
$12K ﹤0.01%
115
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575
$12K ﹤0.01%
375
21 22
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24 25