OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
This Quarter Return
+5.88%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$223M
AUM Growth
+$223M
(+2.3%)
Cap. Flow
+$8.3M
Cap. Flow
% of AUM
3.72%
Top 10 Holdings %
Top 10 Hldgs %
35.71%
Holding
665
New
26
Increased
78
Reduced
125
Closed
29
Top Buys
| 1 |
NVIDIA
NVDA
|
$11.9M |
| 2 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$462K |
| 3 |
Pfizer
PFE
|
$279K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$211K |
| 5 |
GE Vernova
GEV
|
$204K |
Top Sells
| 1 |
Apple
AAPL
|
$715K |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$309K |
| 3 |
Adobe
ADBE
|
$258K |
| 4 |
Danaher
DHR
|
$225K |
| 5 |
Mastercard
MA
|
$223K |
Sector Composition
| 1 | Technology | 27.99% |
| 2 | Healthcare | 8.39% |
| 3 | Industrials | 7.93% |
| 4 | Financials | 7.78% |
| 5 | Communication Services | 5.99% |
