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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3K ﹤0.01%
20
702
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2,500
703
$3K ﹤0.01%
250
704
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100
705
$3K ﹤0.01%
166
706
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100
707
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13
708
$3K ﹤0.01%
100
709
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127
710
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100
711
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40
712
$2K ﹤0.01%
250
713
$2K ﹤0.01%
100
714
$2K ﹤0.01%
+12
715
$2K ﹤0.01%
15
716
$2K ﹤0.01%
+50
717
$2K ﹤0.01%
37
718
$2K ﹤0.01%
21
719
$2K ﹤0.01%
89
720
$2K ﹤0.01%
18
721
$2K ﹤0.01%
66
722
$2K ﹤0.01%
70
723
$2K ﹤0.01%
61
724
$2K ﹤0.01%
2,500
725
$2K ﹤0.01%
95
27 28
29
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