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
$258M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.25M
3
+$1.05M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$636K
5
PGX icon
Invesco Preferred ETF
PGX
+$631K

Top Sells

1
+$1.35M
2
+$1.19M
3
+$466K
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$402K
5
ORCL icon
Oracle
ORCL
+$358K

Sector Composition

1 Healthcare 14.86%
2 Financials 12.28%
3 Technology 10.72%
4 Consumer Discretionary 8.29%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.52%
23,465
+400
52
$1.32M 0.51%
23,194
-1,540
53
$1.3M 0.51%
19,672
54
$1.3M 0.5%
15,347
-12
55
$1.27M 0.49%
89,279
-6,188
56
$1.23M 0.48%
12,604
-486
57
$1.23M 0.48%
50,015
-365
58
$1.2M 0.47%
7,211
+690
59
$1.19M 0.46%
17,247
-422
60
$1.17M 0.45%
7,872
-680
61
$1.15M 0.44%
18,102
-500
62
$1.14M 0.44%
33,982
+3,654
63
$1.1M 0.43%
8,467
+6
64
$1.09M 0.42%
30,440
+7,400
65
$1.09M 0.42%
7,148
+75
66
$1.08M 0.42%
20,424
-1,390
67
$1.06M 0.41%
7,336
+1,996
68
$1.06M 0.41%
84,193
-8,694
69
$1.05M 0.41%
+16,069
70
$1.04M 0.4%
96,438
+20,000
71
$1.04M 0.4%
31,605
+600
72
$1.03M 0.4%
8,531
-497
73
$1.02M 0.4%
10,039
-41
74
$1.01M 0.39%
6,655
+600
75
$1M 0.39%
9,484
+177
1 2
3
4 5