OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+4.06%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$308M
AUM Growth
+$3.61M
(+1.2%)
Cap. Flow
-$5.97M
Cap. Flow
% of AUM
-1.94%
Top 10 Holdings %
Top 10 Hldgs %
20.59%
Holding
1,041
New
33
Increased
177
Reduced
204
Closed
92
Top Buys
| 1 |
Boeing
BA
|
+$1.05M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$702K |
| 3 |
Amazon
AMZN
|
+$392K |
| 4 |
Southern Company
SO
|
+$273K |
| 5 |
Dow Inc
DOW
|
+$241K |
Top Sells
| 1 |
AbbVie
ABBV
|
+$657K |
| 2 |
DuPont de Nemours
DD
|
+$403K |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
+$371K |
| 4 |
Apple
AAPL
|
+$366K |
| 5 |
Mastercard
MA
|
+$325K |
Sector Composition
| 1 | Technology | 18.03% |
| 2 | Financials | 10.71% |
| 3 | Healthcare | 10.19% |
| 4 | Industrials | 8.2% |
| 5 | Consumer Discretionary | 8.17% |
