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
+$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
51
$1.35M 0.51%
8,220
-375
52
$1.33M 0.5%
28,049
-200
53
$1.3M 0.49%
18,555
+708
54
$1.26M 0.47%
16,750
-1,090
55
$1.24M 0.46%
12,620
-101
56
$1.2M 0.45%
6,517
+289
57
$1.2M 0.45%
52,506
-7,461
58
$1.15M 0.43%
28,134
-2,985
59
$1.15M 0.43%
11,620
-500
60
$1.15M 0.43%
33,892
-760
61
$1.13M 0.43%
11,633
-1,100
62
$1.13M 0.42%
17,030
-804
63
$1.12M 0.42%
34,105
+3,100
64
$1.11M 0.42%
21,951
-1,563
65
$1.1M 0.41%
20,403
-2,044
66
$1.08M 0.4%
17,787
-425
67
$1.07M 0.4%
76,065
+165
68
$1.07M 0.4%
10,919
-1,807
69
$1.07M 0.4%
8,502
-186
70
$1.02M 0.38%
33,537
+1,416
71
$1.01M 0.38%
15,585
-700
72
$1M 0.38%
27,276
+10
73
$999K 0.38%
27,042
-7,700
74
$980K 0.37%
30,045
+1,681
75
$977K 0.37%
9,949
-1,147
1 2
3
4 5