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
$244M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1 +$7.6M
2 +$7.23M
3 +$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$8K ﹤0.01%
+400
602
$8K ﹤0.01%
+827
603
$8K ﹤0.01%
+500
604
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605
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+35
606
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607
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608
$7K ﹤0.01%
+803
609
$7K ﹤0.01%
+740
610
$7K ﹤0.01%
+1,572
611
$7K ﹤0.01%
+300
612
$7K ﹤0.01%
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613
$7K ﹤0.01%
+475
614
$7K ﹤0.01%
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615
$7K ﹤0.01%
+1,500
616
$7K ﹤0.01%
+111
617
$7K ﹤0.01%
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618
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+108
619
$6K ﹤0.01%
+318
620
$6K ﹤0.01%
+500
621
$6K ﹤0.01%
+312
622
$6K ﹤0.01%
+139
623
$6K ﹤0.01%
+150
624
$6K ﹤0.01%
+2,500
625
$6K ﹤0.01%
+659