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
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$10K ﹤0.01%
1,500
602
$10K ﹤0.01%
2,400
603
$10K ﹤0.01%
184
604
$9K ﹤0.01%
+700
605
$9K ﹤0.01%
186
-800
606
$9K ﹤0.01%
386
-454
607
$9K ﹤0.01%
180
608
$9K ﹤0.01%
720
609
$9K ﹤0.01%
700
610
$9K ﹤0.01%
150
611
$9K ﹤0.01%
200
612
$9K ﹤0.01%
650
613
$9K ﹤0.01%
132
614
$9K ﹤0.01%
+800
615
$9K ﹤0.01%
1,000
616
$9K ﹤0.01%
500
617
$9K ﹤0.01%
2,000
618
$9K ﹤0.01%
200
619
$9K ﹤0.01%
108
-10
620
$9K ﹤0.01%
420
621
$8K ﹤0.01%
455
622
$8K ﹤0.01%
60
623
$8K ﹤0.01%
803
624
$8K ﹤0.01%
65
-500
625
$8K ﹤0.01%
50
-143
23 24
25
26 27