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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$6K ﹤0.01%
+250
627
$6K ﹤0.01%
+132
628
$6K ﹤0.01%
+368
629
$6K ﹤0.01%
+1,500
630
$6K ﹤0.01%
+500
631
$5K ﹤0.01%
+484
632
$5K ﹤0.01%
+2,500
633
$5K ﹤0.01%
+290
634
$5K ﹤0.01%
+50
635
$5K ﹤0.01%
+80
636
– –
0
637
$5K ﹤0.01%
+116
638
$5K ﹤0.01%
+395
639
$5K ﹤0.01%
+100
640
$5K ﹤0.01%
+200
641
$5K ﹤0.01%
+1,000
642
$5K ﹤0.01%
+84
643
$5K ﹤0.01%
+112
644
$5K ﹤0.01%
+100
645
– –
0
646
$5K ﹤0.01%
+140
647
$5K ﹤0.01%
+127
648
$4K ﹤0.01%
+1,000
649
$4K ﹤0.01%
+1,092
650
$4K ﹤0.01%
+200
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