OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
This Quarter Return
+2.8%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$227M
AUM Growth
+$227M
(-2.1%)
Cap. Flow
-$4.91M
Cap. Flow
% of AUM
-2.17%
Top 10 Holdings %
Top 10 Hldgs %
36.98%
Holding
648
New
12
Increased
76
Reduced
114
Closed
32
Top Buys
| 1 |
iShares China Large-Cap ETF
FXI
|
$309K |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$270K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$230K |
| 4 |
Tesla
TSLA
|
$203K |
| 5 |
Dominion Energy
D
|
$169K |
Top Sells
| 1 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$887K |
| 2 |
Eaton
ETN
|
$548K |
| 3 |
Apple
AAPL
|
$543K |
| 4 |
Super Micro Computer
SMCI
|
$434K |
| 5 |
Novo Nordisk
NVO
|
$409K |
Sector Composition
| 1 | Technology | 28.55% |
| 2 | Financials | 8.17% |
| 3 | Industrials | 7.88% |
| 4 | Healthcare | 7.07% |
| 5 | Communication Services | 6.42% |
