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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3.79K ﹤0.01%
200
577
$3.67K ﹤0.01%
300
578
$3.59K ﹤0.01%
50
579
$3.29K ﹤0.01%
2
580
$3.21K ﹤0.01%
120
581
$2.95K ﹤0.01%
50
582
$2.92K ﹤0.01%
20,000
583
$2.86K ﹤0.01%
138
584
$2.6K ﹤0.01%
160
-30
585
$2.54K ﹤0.01%
65
-24
586
$2.53K ﹤0.01%
100
-100
587
$2.42K ﹤0.01%
56
588
$2.32K ﹤0.01%
150
589
$2.26K ﹤0.01%
65
590
$2.24K ﹤0.01%
101
591
$2.22K ﹤0.01%
25
592
$2.09K ﹤0.01%
120
593
$2.08K ﹤0.01%
500
594
$2.03K ﹤0.01%
108
-162
595
$1.99K ﹤0.01%
52
596
$1.91K ﹤0.01%
33
597
$1.81K ﹤0.01%
50
598
$1.75K ﹤0.01%
950
599
$1.61K ﹤0.01%
25
600
$1.56K ﹤0.01%
5
22 23
24
25 26