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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$19K 0.01%
491
652
$19K 0.01%
2,700
653
$19K 0.01%
2,110
-3,070
654
$19K 0.01%
500
655
$19K 0.01%
1,000
656
$19K 0.01%
380
657
$19K 0.01%
1,500
658
$19K 0.01%
400
659
$19K 0.01%
175
660
$18K 0.01%
300
661
$18K 0.01%
1,683
662
$18K 0.01%
200
663
$18K 0.01%
200
664
$18K 0.01%
568
665
$18K 0.01%
400
666
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667
$18K 0.01%
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668
$18K 0.01%
1,100
669
$17K 0.01%
428
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670
$17K 0.01%
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672
$17K 0.01%
320
673
$17K 0.01%
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674
$17K 0.01%
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675
$17K 0.01%
1,000
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