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
$266M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.25M
3
+$676K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$468K
5
DVY icon
iShares Select Dividend ETF
DVY
+$402K

Top Sells

1
+$1.5M
2
+$406K
3
+$388K
4
DRI icon
Darden Restaurants
DRI
+$376K
5
TGT icon
Target
TGT
+$353K

Sector Composition

1 Financials 14.15%
2 Healthcare 11.33%
3 Technology 10.56%
4 Industrials 9.75%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$11K ﹤0.01%
+382
602
$11K ﹤0.01%
200
603
$11K ﹤0.01%
319
604
$11K ﹤0.01%
200
605
$11K ﹤0.01%
256
606
$11K ﹤0.01%
111
607
$11K ﹤0.01%
+300
608
$11K ﹤0.01%
500
609
$11K ﹤0.01%
1,500
610
$10K ﹤0.01%
149
611
$10K ﹤0.01%
400
612
$10K ﹤0.01%
+104
613
$10K ﹤0.01%
276
614
$10K ﹤0.01%
150
615
$10K ﹤0.01%
200
616
$10K ﹤0.01%
184
-183
617
$10K ﹤0.01%
200
618
$9K ﹤0.01%
180
619
$9K ﹤0.01%
720
-800
620
$9K ﹤0.01%
700
621
$9K ﹤0.01%
+399
622
$9K ﹤0.01%
200
623
$9K ﹤0.01%
200
624
$9K ﹤0.01%
1,000
-500
625
$9K ﹤0.01%
1,500
23 24
25
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