OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$8K ﹤0.01%
65
-500
627
$8K ﹤0.01%
50
-143
628
$8K ﹤0.01%
124
-25
629
$8K ﹤0.01%
125
630
$8K ﹤0.01%
124
+2
631
$8K ﹤0.01%
500
632
$8K ﹤0.01%
60
633
$8K ﹤0.01%
400
634
$7K ﹤0.01%
100
-525
635
$7K ﹤0.01%
300
636
$7K ﹤0.01%
163
637
$7K ﹤0.01%
382
-382
638
$7K ﹤0.01%
879
639
$7K ﹤0.01%
61
640
$7K ﹤0.01%
500
641
$7K ﹤0.01%
312
642
$7K ﹤0.01%
1,572
643
$6K ﹤0.01%
160
644
$6K ﹤0.01%
506
645
$6K ﹤0.01%
46
646
$6K ﹤0.01%
318
647
$6K ﹤0.01%
+100
648
$6K ﹤0.01%
500
649
$6K ﹤0.01%
100
650
$6K ﹤0.01%
+500
24 25
26
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