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

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.53%
+18,679
52
$1.27M 0.52%
+35,042
53
$1.26M 0.52%
+49,183
54
$1.25M 0.51%
+17,960
55
$1.23M 0.51%
+7,800
56
$1.23M 0.51%
+16,323
57
$1.23M 0.51%
+59,082
58
$1.21M 0.5%
+13,679
59
$1.21M 0.5%
+12,541
60
$1.18M 0.49%
+6,684
61
$1.18M 0.48%
+77,200
62
$1.14M 0.47%
+12,185
63
$1.1M 0.45%
+23,514
64
$1.08M 0.44%
+9,211
65
$1.08M 0.44%
+35,322
66
$1.08M 0.44%
+16,691
67
$1.06M 0.44%
+23,811
68
$1.06M 0.43%
+27,458
69
$946K 0.39%
+17,581
70
$946K 0.39%
+10,909
71
$946K 0.39%
+32,200
72
$944K 0.39%
+10,971
73
$933K 0.38%
+98,375
74
$932K 0.38%
+11,028
75
$928K 0.38%
+31,005
1 2
3
4 5