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
$195M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$138K
3
+$124K
4
ANET icon
Arista Networks
ANET
+$120K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$114K

Top Sells

1
+$472K
2
+$393K
3
+$359K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$298K
5
APH icon
Amphenol
APH
+$191K

Sector Composition

1 Technology 22.3%
2 Healthcare 9.85%
3 Financials 8.53%
4 Industrials 8.42%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5.17K ﹤0.01%
153
602
$5.14K ﹤0.01%
202
-59
603
$5.07K ﹤0.01%
500
604
$4.95K ﹤0.01%
148
605
$4.83K ﹤0.01%
119
606
$4.81K ﹤0.01%
36
607
$4.76K ﹤0.01%
2,000
608
$4.75K ﹤0.01%
108
609
$4.52K ﹤0.01%
500
610
$4.5K ﹤0.01%
56
+26
611
$4.38K ﹤0.01%
124
612
$4.34K ﹤0.01%
75
613
$4.25K ﹤0.01%
266
614
$4.22K ﹤0.01%
102
615
$4.12K ﹤0.01%
140
-15
616
$3.98K ﹤0.01%
40
617
$3.86K ﹤0.01%
58
618
$3.83K ﹤0.01%
+150
619
$3.75K ﹤0.01%
50
620
$3.71K ﹤0.01%
+138
621
$3.66K ﹤0.01%
200
622
$3.64K ﹤0.01%
2,000
623
$3.59K ﹤0.01%
150
624
$3.56K ﹤0.01%
100
625
$3.53K ﹤0.01%
100
23 24
25
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