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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$27K 0.01%
+3,000
627
$27K 0.01%
700
+200
628
$27K 0.01%
1,206
-28
629
$27K 0.01%
2,953
630
$26K 0.01%
1,300
631
$26K 0.01%
1,000
632
$26K 0.01%
200
633
$26K 0.01%
425
+2
634
$26K 0.01%
+300
635
$26K 0.01%
622
636
$26K 0.01%
325
-2,000
637
$26K 0.01%
932
638
$26K 0.01%
150
-15
639
$26K 0.01%
5,000
640
$25K 0.01%
1,013
641
$25K 0.01%
400
-2,653
642
$25K 0.01%
300
-72
643
$24K 0.01%
400
644
$24K 0.01%
+500
645
$24K 0.01%
1,770
646
$23K 0.01%
156
+1
647
$23K 0.01%
800
648
$23K 0.01%
195
+2
649
$23K 0.01%
1,000
650
$23K 0.01%
500
24 25
26
27 28