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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$11K ﹤0.01%
+200
577
$11K ﹤0.01%
+200
578
$11K ﹤0.01%
+200
579
$10K ﹤0.01%
+400
580
$10K ﹤0.01%
+200
581
$10K ﹤0.01%
+256
582
$10K ﹤0.01%
+111
583
$10K ﹤0.01%
+200
584
$10K ﹤0.01%
+500
585
$10K ﹤0.01%
+2,000
586
$9K ﹤0.01%
+386
587
$9K ﹤0.01%
+149
588
$9K ﹤0.01%
+700
589
$9K ﹤0.01%
+249
590
$9K ﹤0.01%
+276
591
$9K ﹤0.01%
+150
592
$9K ﹤0.01%
+200
593
$9K ﹤0.01%
+319
594
$9K ﹤0.01%
+502
595
$9K ﹤0.01%
+575
596
$9K ﹤0.01%
+79
597
$8K ﹤0.01%
+186
598
$8K ﹤0.01%
+180
599
$8K ﹤0.01%
+125
600
$8K ﹤0.01%
+121
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