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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
676
$4K ﹤0.01%
130
677
$4K ﹤0.01%
+265
678
$4K ﹤0.01%
200
679
$4K ﹤0.01%
36
-75
680
$4K ﹤0.01%
50
681
$4K ﹤0.01%
1,050
682
$4K ﹤0.01%
1,000
683
$4K ﹤0.01%
140
684
$4K ﹤0.01%
50
685
$4K ﹤0.01%
200
686
$4K ﹤0.01%
255
687
$4K ﹤0.01%
1,000
688
$4K ﹤0.01%
+200
689
$4K ﹤0.01%
200
690
$4K ﹤0.01%
100
691
$4K ﹤0.01%
40
692
$4K ﹤0.01%
67
693
$4K ﹤0.01%
144
694
$4K ﹤0.01%
+100
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%
2,500
26 27
28
29 30