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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$6.43K ﹤0.01%
360
552
$6.09K ﹤0.01%
40
553
$5.92K ﹤0.01%
1,000
554
$5.84K ﹤0.01%
2,000
555
$5.82K ﹤0.01%
60
556
$5.78K ﹤0.01%
148
557
$5.76K ﹤0.01%
4,056
558
$5.56K ﹤0.01%
2,000
559
$5.33K ﹤0.01%
200
560
$5.27K ﹤0.01%
150
561
$4.89K ﹤0.01%
500
562
$4.76K ﹤0.01%
250
563
$4.53K ﹤0.01%
3,000
564
$4.48K ﹤0.01%
53
-58
565
$4.48K ﹤0.01%
202
566
$4.39K ﹤0.01%
80
567
$4.32K ﹤0.01%
108
568
$4.3K ﹤0.01%
650
-100
569
$4.26K ﹤0.01%
100
570
$4.26K ﹤0.01%
173
571
$4.17K ﹤0.01%
124
572
$3.95K ﹤0.01%
25
573
$3.9K ﹤0.01%
240
574
$3.89K ﹤0.01%
200
575
$3.86K ﹤0.01%
200
21 22
23
24 25