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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$12K ﹤0.01%
+310
577
$12K ﹤0.01%
1,200
578
$12K ﹤0.01%
141
-141
579
$12K ﹤0.01%
196
580
$12K ﹤0.01%
+1,500
581
$12K ﹤0.01%
1,500
582
$12K ﹤0.01%
200
-850
583
$12K ﹤0.01%
250
584
$12K ﹤0.01%
+429
585
$12K ﹤0.01%
200
586
$11K ﹤0.01%
190
587
$11K ﹤0.01%
265
588
$11K ﹤0.01%
104
589
$11K ﹤0.01%
249
590
$11K ﹤0.01%
200
591
$11K ﹤0.01%
319
592
$11K ﹤0.01%
200
593
$11K ﹤0.01%
256
594
$11K ﹤0.01%
111
595
$10K ﹤0.01%
+310
596
$10K ﹤0.01%
400
597
$10K ﹤0.01%
318
-3,350
598
$10K ﹤0.01%
276
599
$10K ﹤0.01%
399
600
$10K ﹤0.01%
280
-120
22 23
24
25 26