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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

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
651
$6K ﹤0.01%
191
-191
652
$6K ﹤0.01%
150
-500
653
$6K ﹤0.01%
250
654
$6K ﹤0.01%
250
655
$6K ﹤0.01%
80
656
$6K ﹤0.01%
50
657
$6K ﹤0.01%
160
658
$6K ﹤0.01%
506
659
$6K ﹤0.01%
46
660
$5K ﹤0.01%
100
661
$5K ﹤0.01%
395
662
$5K ﹤0.01%
47
663
$5K ﹤0.01%
+100
664
$5K ﹤0.01%
100
665
$5K ﹤0.01%
+360
666
$5K ﹤0.01%
140
667
$5K ﹤0.01%
+800
668
$5K ﹤0.01%
44
669
$5K ﹤0.01%
+50
670
$5K ﹤0.01%
100
671
$5K ﹤0.01%
+150
672
$5K ﹤0.01%
+215
673
$4K ﹤0.01%
+200
674
$4K ﹤0.01%
200
675
$4K ﹤0.01%
255
25 26
27
28 29