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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.53K ﹤0.01%
40
602
$1.51K ﹤0.01%
12
603
$1.39K ﹤0.01%
50
604
$1.37K ﹤0.01%
50
605
$1.36K ﹤0.01%
25
606
$1.21K ﹤0.01%
46
607
$1.17K ﹤0.01%
15
608
$1.11K ﹤0.01%
50
609
$1K ﹤0.01%
55
610
$975 ﹤0.01%
26
611
$828 ﹤0.01%
21
612
$779 ﹤0.01%
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$646 ﹤0.01%
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615
$640 ﹤0.01%
10
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$596 ﹤0.01%
62
617
$583 ﹤0.01%
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$555 ﹤0.01%
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619
$555 ﹤0.01%
25
620
$548 ﹤0.01%
100
621
$445 ﹤0.01%
50
622
$413 ﹤0.01%
10
623
$360 ﹤0.01%
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624
$292 ﹤0.01%
19
625
$246 ﹤0.01%
+16
23 24
25
26 27