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
$259M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$913K
3
+$913K
4
GE icon
GE Aerospace
GE
+$734K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$711K

Top Sells

1
+$1.15M
2
+$697K
3
+$673K
4
AVGO icon
Broadcom
AVGO
+$405K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$392K

Sector Composition

1 Healthcare 15.21%
2 Financials 13.09%
3 Technology 11.77%
4 Consumer Discretionary 8.29%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.53%
13,300
+277
52
$1.34M 0.52%
21,431
53
$1.32M 0.51%
16,645
-312
54
$1.28M 0.5%
21,372
+1,990
55
$1.27M 0.49%
35,716
-410
56
$1.26M 0.49%
46,251
+10,321
57
$1.25M 0.48%
87,408
-472
58
$1.23M 0.48%
7,573
+78
59
$1.23M 0.47%
19,252
-2,397
60
$1.15M 0.44%
16,896
-2,974
61
$1.14M 0.44%
80,869
-16,344
62
$1.13M 0.44%
21,674
-1,600
63
$1.13M 0.44%
12,071
+990
64
$1.13M 0.44%
17,237
+2,532
65
$1.12M 0.43%
32,430
+300
66
$1.12M 0.43%
36,505
+1,015
67
$1.1M 0.43%
25,766
+786
68
$1.05M 0.4%
10,283
-801
69
$1.03M 0.4%
14,156
-369
70
$1M 0.39%
10,076
71
$996K 0.39%
9,378
+174
72
$989K 0.38%
9,902
+18
73
$984K 0.38%
16,280
+600
74
$965K 0.37%
8,168
-5,694
75
$960K 0.37%
14,421
+436
1 2
3
4 5