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

Top Buys

1
+$7.57M
2
+$7.19M
3
+$7.13M
4
GILD icon
Gilead Sciences
GILD
+$6.87M
5
AAPL icon
Apple
AAPL
+$5.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.09%
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%
+8
705
$1K ﹤0.01%
+15
706
$1K ﹤0.01%
+9
707
$1K ﹤0.01%
+17
708
$1K ﹤0.01%
+100
709
$1K ﹤0.01%
+2,000
710
$1K ﹤0.01%
+100
711
$1K ﹤0.01%
+70
712
$1K ﹤0.01%
+60
713
$1K ﹤0.01%
+40
714
$1K ﹤0.01%
+16
715
$1K ﹤0.01%
+100
716
$1K ﹤0.01%
+600
717
$1K ﹤0.01%
+300
718
$1K ﹤0.01%
+500
719
$1K ﹤0.01%
+200
720
$1K ﹤0.01%
+68
721
$1K ﹤0.01%
+37
722
$0 ﹤0.01%
+4
723
$0 ﹤0.01%
+7
724
$0 ﹤0.01%
+20
725
$0 ﹤0.01%
+19
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