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
$248M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$9.05M
3
+$8.78M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.56M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.82M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.9%
2 Financials 13.55%
3 Technology 11.63%
4 Consumer Discretionary 9.06%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.51%
+87,880
52
$1.27M 0.51%
+30,578
53
$1.26M 0.51%
+31,238
54
$1.23M 0.5%
+21,431
55
$1.22M 0.49%
+23,274
56
$1.22M 0.49%
+16,957
57
$1.22M 0.49%
+9,315
58
$1.22M 0.49%
+13,023
59
$1.22M 0.49%
+36,126
60
$1.19M 0.48%
+63,000
61
$1.19M 0.48%
+11,084
62
$1.15M 0.47%
+11,150
63
$1.14M 0.46%
+14,525
64
$1.11M 0.45%
+14,149
65
$1.07M 0.43%
+20,303
66
$1.06M 0.43%
+35,490
67
$1.05M 0.42%
+11,635
68
$1.04M 0.42%
+17,179
69
$1.04M 0.42%
+7,495
70
$1.03M 0.42%
+32,130
71
$1.01M 0.41%
+46,911
72
$1.01M 0.41%
+19,382
73
$1M 0.41%
+20,920
74
$980K 0.4%
+10,076
75
$955K 0.39%
+24,980
1 2
3
4 5