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
51
$1.43M 0.47%
18,683
-220
52
$1.39M 0.46%
33,373
+3,608
53
$1.36M 0.45%
13,403
+764
54
$1.31M 0.43%
73,950
-1,200
55
$1.27M 0.42%
20,926
+417
56
$1.27M 0.42%
18,996
-86
57
$1.25M 0.42%
132,438
+5,282
58
$1.23M 0.41%
6,840
-100
59
$1.23M 0.41%
48,126
-3,195
60
$1.21M 0.4%
27,102
61
$1.21M 0.4%
17,691
+671
62
$1.19M 0.4%
12,583
-1,103
63
$1.19M 0.39%
18,700
-200
64
$1.19M 0.39%
33,366
-226
65
$1.19M 0.39%
11,320
66
$1.15M 0.38%
53,262
-357
67
$1.13M 0.38%
36,618
-815
68
$1.13M 0.37%
17,846
+2,151
69
$1.12M 0.37%
77,255
+90
70
$1.09M 0.36%
20,117
+300
71
$1.09M 0.36%
37,283
+5,500
72
$1.08M 0.36%
38,540
+427
73
$1.07M 0.36%
23,299
-112
74
$1.07M 0.35%
20,910
-298
75
$1.07M 0.35%
8,384
-21
1 2
3
4 5