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
$195M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$138K
3
+$124K
4
ANET icon
Arista Networks
ANET
+$120K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$114K

Top Sells

1
+$472K
2
+$393K
3
+$359K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$298K
5
APH icon
Amphenol
APH
+$191K

Sector Composition

1 Technology 22.3%
2 Healthcare 9.85%
3 Financials 8.53%
4 Industrials 8.42%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$7.3K ﹤0.01%
111
-50
577
$7.23K ﹤0.01%
123
+1
578
$7.12K ﹤0.01%
200
579
$7.04K ﹤0.01%
100
580
$7.02K ﹤0.01%
330
+75
581
$6.95K ﹤0.01%
1,000
582
$6.95K ﹤0.01%
400
583
$6.94K ﹤0.01%
102
+2
584
$6.7K ﹤0.01%
100
585
$6.68K ﹤0.01%
360
586
$6.64K ﹤0.01%
150
587
$6.51K ﹤0.01%
200
588
$6.37K ﹤0.01%
145
589
$6.29K ﹤0.01%
270
590
$6.12K ﹤0.01%
130
-180
591
$5.99K ﹤0.01%
65
592
$5.99K ﹤0.01%
600
593
$5.96K ﹤0.01%
190
+180
594
$5.72K ﹤0.01%
21
595
$5.7K ﹤0.01%
312
596
$5.61K ﹤0.01%
1,000
597
$5.48K ﹤0.01%
652
+6
598
$5.44K ﹤0.01%
350
599
$5.43K ﹤0.01%
52
600
$5.42K ﹤0.01%
40
22 23
24
25 26