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
676
$4K ﹤0.01%
200
677
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1,000
678
$4K ﹤0.01%
100
679
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150
680
$4K ﹤0.01%
+17
681
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28
-28
682
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130
683
$4K ﹤0.01%
+265
684
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40
685
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67
686
$4K ﹤0.01%
144
687
$4K ﹤0.01%
+100
688
$4K ﹤0.01%
200
689
$4K ﹤0.01%
36
-75
690
$4K ﹤0.01%
50
691
$4K ﹤0.01%
1,050
692
$4K ﹤0.01%
1,000
693
$4K ﹤0.01%
140
694
$4K ﹤0.01%
50
695
$3K ﹤0.01%
100
696
$3K ﹤0.01%
89
697
$3K ﹤0.01%
40
698
$3K ﹤0.01%
50
699
$3K ﹤0.01%
153
-214
700
$3K ﹤0.01%
25
26 27
28
29 30