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
$254M
AUM Growth
-$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.41M
3
+$1.26M
4
WHR icon
Whirlpool
WHR
+$1.18M
5
UNH icon
UnitedHealth
UNH
+$1.15M

Top Sells

1
+$1.18M
2
+$845K
3
+$741K
4
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$729K
5
MBLY
Mobileye N.V.
MBLY
+$541K

Sector Composition

1 Healthcare 14.31%
2 Financials 12.62%
3 Technology 10.92%
4 Consumer Discretionary 8.71%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.53%
8,552
-205
52
$1.34M 0.53%
20,984
-447
53
$1.31M 0.51%
25,554
-3,353
54
$1.3M 0.51%
13,090
-378
55
$1.29M 0.51%
15,656
+1,500
56
$1.26M 0.5%
15,359
-1,286
57
$1.26M 0.49%
+10,676
58
$1.25M 0.49%
92,887
+12,018
59
$1.23M 0.49%
18,602
-650
60
$1.21M 0.48%
19,672
-1,700
61
$1.19M 0.47%
46,653
+402
62
$1.18M 0.46%
+6,521
63
$1.15M 0.45%
21,814
+140
64
$1.14M 0.45%
9,028
+860
65
$1.11M 0.44%
17,669
+4,585
66
$1.08M 0.43%
25,898
-5,340
67
$1.07M 0.42%
20,757
+6,824
68
$1.07M 0.42%
8,461
-1,826
69
$1.06M 0.42%
7,073
-500
70
$1.06M 0.42%
16,910
-880
71
$1.04M 0.41%
11,071
-1,000
72
$1.01M 0.4%
10,080
+4
73
$1.01M 0.4%
39,720
+7,400
74
$985K 0.39%
6,055
+250
75
$972K 0.38%
31,005
1 2
3
4 5