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
676
$17K 0.01%
34
677
$17K 0.01%
1,005
+580
678
$17K 0.01%
185
679
$17K 0.01%
100
680
$17K 0.01%
335
681
$16K 0.01%
132
682
$16K 0.01%
100
683
$16K 0.01%
313
684
$16K 0.01%
380
685
$16K 0.01%
1,000
686
$16K 0.01%
200
687
– –
0
688
$16K 0.01%
2,000
689
$16K 0.01%
161
+33
690
$16K 0.01%
600
691
$15K 0.01%
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692
$15K 0.01%
408
693
$15K 0.01%
250
-200
694
$15K 0.01%
180
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695
$15K 0.01%
150
696
$15K 0.01%
425
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697
$15K 0.01%
1,600
698
$15K 0.01%
200
699
$15K 0.01%
500
700
$14K ﹤0.01%
4,000
26 27
28
29 30