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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$14K ﹤0.01%
300
702
$14K ﹤0.01%
310
703
$14K ﹤0.01%
192
+2
704
$14K ﹤0.01%
236
705
$14K ﹤0.01%
556
+4
706
$14K ﹤0.01%
1,025
707
$14K ﹤0.01%
400
-500
708
$14K ﹤0.01%
180
709
$14K ﹤0.01%
1,000
710
$14K ﹤0.01%
1,159
+20
711
$14K ﹤0.01%
188
712
$14K ﹤0.01%
429
-1,500
713
$14K ﹤0.01%
+500
714
$14K ﹤0.01%
+1,000
715
$14K ﹤0.01%
1,500
-2,000
716
$14K ﹤0.01%
+500
717
$13K ﹤0.01%
174
718
$13K ﹤0.01%
323
+2
719
$13K ﹤0.01%
800
720
$13K ﹤0.01%
1,500
721
$13K ﹤0.01%
200
722
$13K ﹤0.01%
100
723
$13K ﹤0.01%
504
724
$13K ﹤0.01%
562
+2
725
$13K ﹤0.01%
500
27 28
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