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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$26K 0.01%
+1,000
602
$25K 0.01%
1,825
603
$25K 0.01%
+1,200
604
$25K 0.01%
808
605
$25K 0.01%
925
606
$25K 0.01%
800
-100
607
$25K 0.01%
300
608
$25K 0.01%
1,825
609
$24K 0.01%
450
610
$24K 0.01%
269
+263
611
$24K 0.01%
705
612
$23K 0.01%
340
613
$23K 0.01%
200
614
$23K 0.01%
+350
615
$23K 0.01%
622
616
$23K 0.01%
+1,000
617
$23K 0.01%
+600
618
$23K 0.01%
1,675
619
$22K 0.01%
500
620
$22K 0.01%
481
621
$22K 0.01%
648
+2
622
$22K 0.01%
1,200
623
$22K 0.01%
125
624
$22K 0.01%
200
-100
625
$21K 0.01%
432
23 24
25
26 27