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
$298M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$425K
3
+$283K
4
ABBV icon
AbbVie
ABBV
+$264K
5
SPG icon
Simon Property Group
SPG
+$236K

Top Sells

1
+$1.54M
2
+$1.13M
3
+$603K
4
COST icon
Costco
COST
+$426K
5
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$374K

Sector Composition

1 Technology 24.29%
2 Healthcare 10.91%
3 Financials 9.52%
4 Consumer Discretionary 8.97%
5 Communication Services 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$12K ﹤0.01%
856
677
$12K ﹤0.01%
400
-1,000
678
$12K ﹤0.01%
+50
679
$12K ﹤0.01%
350
680
$12K ﹤0.01%
1,065
681
$12K ﹤0.01%
455
682
$12K ﹤0.01%
500
683
$12K ﹤0.01%
50
684
$12K ﹤0.01%
493
685
$11K ﹤0.01%
300
686
$11K ﹤0.01%
500
687
$11K ﹤0.01%
100
688
$11K ﹤0.01%
877
-2,324
689
$11K ﹤0.01%
303
690
$11K ﹤0.01%
+300
691
$11K ﹤0.01%
1,000
692
$11K ﹤0.01%
30
693
$11K ﹤0.01%
131
-282
694
$11K ﹤0.01%
425
695
$11K ﹤0.01%
100
696
$10K ﹤0.01%
1,500
697
$10K ﹤0.01%
600
698
$10K ﹤0.01%
330
699
$10K ﹤0.01%
1,000
700
$10K ﹤0.01%
393
26 27
28
29 30