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
$195M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$138K
3
+$124K
4
ANET icon
Arista Networks
ANET
+$120K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$114K

Top Sells

1
+$472K
2
+$393K
3
+$359K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$298K
5
APH icon
Amphenol
APH
+$191K

Sector Composition

1 Technology 22.3%
2 Healthcare 9.85%
3 Financials 8.53%
4 Industrials 8.42%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$9.13K ﹤0.01%
212
552
$9.11K ﹤0.01%
393
553
$9.08K ﹤0.01%
200
+100
554
$8.98K ﹤0.01%
154
+4
555
$8.82K ﹤0.01%
100
556
$8.52K ﹤0.01%
50
557
$8.4K ﹤0.01%
200
558
$8.3K ﹤0.01%
495
+195
559
$8.3K ﹤0.01%
1,000
560
$8.28K ﹤0.01%
180
561
$8.2K ﹤0.01%
25
562
$8.15K ﹤0.01%
+50
563
$8K ﹤0.01%
300
564
$7.92K ﹤0.01%
835
565
$7.91K ﹤0.01%
477
566
$7.88K ﹤0.01%
1,000
567
$7.71K ﹤0.01%
100
568
$7.62K ﹤0.01%
113
569
$7.61K ﹤0.01%
250
570
$7.6K ﹤0.01%
4,056
571
$7.55K ﹤0.01%
1,200
+150
572
$7.48K ﹤0.01%
17
-13
573
$7.4K ﹤0.01%
66
+26
574
$7.31K ﹤0.01%
80
575
$7.3K ﹤0.01%
100
21 22
23
24 25