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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$20K 0.01%
350
677
$20K 0.01%
240
678
$20K 0.01%
1,000
679
$20K 0.01%
180
-155
680
$20K 0.01%
500
681
$20K 0.01%
1,500
682
$20K 0.01%
+500
683
$20K 0.01%
300
684
$19K 0.01%
113
685
$19K 0.01%
654
686
$19K 0.01%
211
+3
687
$19K 0.01%
140
688
$19K 0.01%
350
689
$19K 0.01%
600
690
$19K 0.01%
200
691
$19K 0.01%
+2,154
692
$19K 0.01%
300
693
$19K 0.01%
280
+80
694
$18K 0.01%
400
695
$18K 0.01%
1,000
696
$18K 0.01%
500
697
$18K 0.01%
200
698
$18K 0.01%
+250
699
$18K 0.01%
128
700
$18K 0.01%
179
+2
26 27
28
29 30