OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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
+$1.43M
2
+$639K
3
+$543K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$386K
5
PHM icon
Pultegroup
PHM
+$249K

Top Sells

1
+$687K
2
+$316K
3
+$291K
4
HP icon
Helmerich & Payne
HP
+$258K
5
MA icon
Mastercard
MA
+$237K

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
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150
-500
653
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250
654
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250
655
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656
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50
657
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658
$6K ﹤0.01%
506
659
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46
660
$5K ﹤0.01%
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661
$5K ﹤0.01%
47
662
$5K ﹤0.01%
+100
663
$5K ﹤0.01%
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664
$5K ﹤0.01%
+360
665
$5K ﹤0.01%
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666
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44
667
$5K ﹤0.01%
100
668
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100
669
$5K ﹤0.01%
+150
670
$5K ﹤0.01%
+215
671
$5K ﹤0.01%
+50
672
$5K ﹤0.01%
+800
673
$4K ﹤0.01%
+265
674
$4K ﹤0.01%
+200
675
$4K ﹤0.01%
200
25 26
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