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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$21K 0.01%
500
627
$21K 0.01%
1,753
628
$21K 0.01%
1,000
-2,000
629
$21K 0.01%
1,150
630
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+400
631
$21K 0.01%
800
632
$20K 0.01%
450
633
$20K 0.01%
+200
634
$20K 0.01%
579
635
$20K 0.01%
80
636
$20K 0.01%
686
637
$20K 0.01%
226
638
$20K 0.01%
874
639
$20K 0.01%
880
-1,000
640
$20K 0.01%
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641
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642
$20K 0.01%
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643
$19K 0.01%
352
644
$19K 0.01%
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645
$19K 0.01%
700
646
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400
647
$19K 0.01%
320
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648
$19K 0.01%
300
649
$19K 0.01%
500
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650
$19K 0.01%
+1,000
24 25
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