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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$35K 0.01%
1,322
+15
577
$35K 0.01%
400
578
$35K 0.01%
1,691
579
$35K 0.01%
700
580
$35K 0.01%
1,209
581
$35K 0.01%
600
582
$35K 0.01%
500
583
$34K 0.01%
606
584
$34K 0.01%
1,250
-3,900
585
$34K 0.01%
600
586
$34K 0.01%
500
-350
587
$34K 0.01%
3,000
588
$34K 0.01%
500
589
$34K 0.01%
1,204
+4
590
$34K 0.01%
1,404
591
$34K 0.01%
400
592
$33K 0.01%
+2,000
593
$33K 0.01%
600
594
$33K 0.01%
200
595
$33K 0.01%
2,044
596
$33K 0.01%
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597
$33K 0.01%
500
-34
598
$32K 0.01%
120
599
$32K 0.01%
2,152
+600
600
$32K 0.01%
400
22 23
24
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