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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$39K 0.01%
300
552
$39K 0.01%
494
553
$39K 0.01%
400
554
$38K 0.01%
336
+2
555
$38K 0.01%
720
556
$38K 0.01%
400
557
$38K 0.01%
1,000
558
$38K 0.01%
544
559
$38K 0.01%
490
-1,550
560
$38K 0.01%
788
561
$38K 0.01%
225
-40
562
$37K 0.01%
1,055
-105
563
$37K 0.01%
1,400
+950
564
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+1,000
565
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566
$37K 0.01%
300
567
$37K 0.01%
280
568
$37K 0.01%
809
569
$36K 0.01%
2,440
570
$36K 0.01%
700
571
$36K 0.01%
1,400
-300
572
$36K 0.01%
3,068
-2,000
573
$36K 0.01%
1,293
574
$36K 0.01%
5,945
575
$36K 0.01%
2,500
21 22
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