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
$266M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.25M
3
+$676K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$468K
5
DVY icon
iShares Select Dividend ETF
DVY
+$402K

Top Sells

1
+$1.5M
2
+$406K
3
+$388K
4
DRI icon
Darden Restaurants
DRI
+$376K
5
TGT icon
Target
TGT
+$353K

Sector Composition

1 Financials 14.15%
2 Healthcare 11.33%
3 Technology 10.56%
4 Industrials 9.75%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3K ﹤0.01%
1,000
702
$3K ﹤0.01%
25
703
$3K ﹤0.01%
150
704
$3K ﹤0.01%
150
705
$3K ﹤0.01%
20
706
$3K ﹤0.01%
40
707
$3K ﹤0.01%
+23
708
$3K ﹤0.01%
+120
709
$3K ﹤0.01%
100
710
$3K ﹤0.01%
166
711
$3K ﹤0.01%
150
-50
712
$3K ﹤0.01%
100
713
$3K ﹤0.01%
95
+2
714
$3K ﹤0.01%
100
715
$3K ﹤0.01%
2,275
+775
716
$3K ﹤0.01%
50
717
$3K ﹤0.01%
+150
718
$3K ﹤0.01%
127
719
$2K ﹤0.01%
21
720
$2K ﹤0.01%
89
721
$2K ﹤0.01%
+35
722
$2K ﹤0.01%
89
723
$2K ﹤0.01%
18
724
$2K ﹤0.01%
66
-33
725
$2K ﹤0.01%
37
27 28
29
30 31