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
676
$3K ﹤0.01%
+100
677
$3K ﹤0.01%
+47
678
$3K ﹤0.01%
+153
679
$3K ﹤0.01%
+208
680
$3K ﹤0.01%
+100
681
$2K ﹤0.01%
+40
682
$2K ﹤0.01%
+21
683
$2K ﹤0.01%
+100
684
$2K ﹤0.01%
+89
685
$2K ﹤0.01%
+89
686
$2K ﹤0.01%
+50
687
$2K ﹤0.01%
+18
688
$2K ﹤0.01%
+70
689
$2K ﹤0.01%
+62
690
$2K ﹤0.01%
+20
691
$2K ﹤0.01%
+20
692
$2K ﹤0.01%
+2,500
693
$2K ﹤0.01%
+1,000
694
$2K ﹤0.01%
+93
695
$2K ﹤0.01%
+100
696
$2K ﹤0.01%
+250
697
$2K ﹤0.01%
+100
698
$2K ﹤0.01%
+100
699
$2K ﹤0.01%
+93
700
$2K ﹤0.01%
+200
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