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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4K ﹤0.01%
+100
652
$4K ﹤0.01%
+144
653
$4K ﹤0.01%
+130
654
$4K ﹤0.01%
+150
655
$4K ﹤0.01%
+527
656
$4K ﹤0.01%
+1,200
657
$4K ﹤0.01%
+255
658
$3K ﹤0.01%
+127
659
$3K ﹤0.01%
+200
660
$3K ﹤0.01%
+50
661
$3K ﹤0.01%
+140
662
$3K ﹤0.01%
+1,500
663
$3K ﹤0.01%
+100
664
$3K ﹤0.01%
+50
665
$3K ﹤0.01%
+100
666
$3K ﹤0.01%
+40
667
$3K ﹤0.01%
+166
668
$3K ﹤0.01%
+100
669
$3K ﹤0.01%
+200
670
$3K ﹤0.01%
+380
671
$3K ﹤0.01%
+40
672
$3K ﹤0.01%
+150
673
$3K ﹤0.01%
+85
674
$3K ﹤0.01%
+25
675
$3K ﹤0.01%
+99
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