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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$32K 0.01%
1,964
552
$32K 0.01%
2,688
553
$32K 0.01%
600
554
$32K 0.01%
3,000
555
$32K 0.01%
690
-110
556
$32K 0.01%
+401
557
$31K 0.01%
400
558
$31K 0.01%
+1,050
559
$31K 0.01%
325
+50
560
$31K 0.01%
2,000
561
$31K 0.01%
1,479
562
$30K 0.01%
550
563
$30K 0.01%
2,400
564
$30K 0.01%
768
565
$30K 0.01%
1,050
566
$30K 0.01%
290
567
$30K 0.01%
+2,100
568
$30K 0.01%
2,402
+745
569
$30K 0.01%
850
-1,000
570
$30K 0.01%
1,668
571
$30K 0.01%
274
572
$30K 0.01%
975
-75
573
$29K 0.01%
1,127
574
$29K 0.01%
2,590
-1,020
575
$29K 0.01%
1,500
21 22
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