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 +$1.43M
2 +$639K
3 +$543K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$386K
5
PHM icon
Pultegroup
PHM
+$249K

Top Sells

1 +$687K
2 +$316K
3 +$291K
4
HP icon
Helmerich & Payne
HP
+$258K
5
MA icon
Mastercard
MA
+$237K

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%
124
+2
627
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52
628
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400
629
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827
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500
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60
633
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634
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100
-525
635
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636
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1,572
637
$7K ﹤0.01%
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638
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639
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-382
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879
641
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61
642
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500
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+100
645
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500
646
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100
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+500
648
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150
649
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84
650
$6K ﹤0.01%
112