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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$29K 0.01%
143
577
$29K 0.01%
1,300
-715
578
$29K 0.01%
310
579
$29K 0.01%
400
580
$28K 0.01%
310
-400
581
$28K 0.01%
627
582
$28K 0.01%
700
583
$28K 0.01%
327
584
$28K 0.01%
1,200
585
$28K 0.01%
750
586
$28K 0.01%
2,750
587
$27K 0.01%
1,000
-1,588
588
$27K 0.01%
500
589
$27K 0.01%
2,106
+3
590
$27K 0.01%
350
591
$27K 0.01%
600
592
$27K 0.01%
+575
593
$26K 0.01%
932
594
$26K 0.01%
1,275
595
$26K 0.01%
+725
596
$26K 0.01%
1,500
597
$26K 0.01%
1,200
598
$26K 0.01%
+1,000
599
$26K 0.01%
600
-5,491
600
$26K 0.01%
729
22 23
24
25 26