OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+13.38%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$305M
AUM Growth
+$13.9M
(+4.8%)
Cap. Flow
-$20.1M
Cap. Flow
% of AUM
-6.6%
Top 10 Holdings %
Top 10 Hldgs %
20.05%
Holding
1,056
New
76
Increased
169
Reduced
217
Closed
47
Top Buys
| 1 |
Ciena
CIEN
|
+$1.4M |
| 2 |
Expedia Group
EXPE
|
+$1.19M |
| 3 |
Broadcom
AVGO
|
+$1.09M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$746K |
| 5 |
Invesco Preferred ETF
PGX
|
+$563K |
Top Sells
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Healthcare | 11.03% |
| 3 | Financials | 10.27% |
| 4 | Industrials | 8.11% |
| 5 | Consumer Discretionary | 7.99% |
