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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
+100
702
$2K ﹤0.01%
+900
703
$2K ﹤0.01%
+100
704
$1K ﹤0.01%
+100
705
$1K ﹤0.01%
+70
706
$1K ﹤0.01%
+8
707
$1K ﹤0.01%
+15
708
$1K ﹤0.01%
+9
709
$1K ﹤0.01%
+17
710
$1K ﹤0.01%
+37
711
$1K ﹤0.01%
+100
712
$1K ﹤0.01%
+2,000
713
$1K ﹤0.01%
+60
714
$1K ﹤0.01%
+40
715
$1K ﹤0.01%
+16
716
$1K ﹤0.01%
+100
717
$1K ﹤0.01%
+600
718
$1K ﹤0.01%
+300
719
$1K ﹤0.01%
+500
720
$1K ﹤0.01%
+200
721
$1K ﹤0.01%
+68
722
$0 ﹤0.01%
+4
723
$0 ﹤0.01%
+200
724
$0 ﹤0.01%
+8
725
$0 ﹤0.01%
+83
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