OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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 +$7.57M
2 +$7.19M
3 +$7.13M
4
GILD icon
Gilead Sciences
GILD
+$6.87M
5
AAPL icon
Apple
AAPL
+$5.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.09%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$8K ﹤0.01%
+827
602
$8K ﹤0.01%
+500
603
$8K ﹤0.01%
+60
604
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605
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+650
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
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613
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+475
614
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+1,500
616
$7K ﹤0.01%
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617
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618
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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