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
$299M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$928K
3
+$662K
4
C icon
Citigroup
C
+$647K
5
MCHP icon
Microchip Technology
MCHP
+$518K

Top Sells

1
+$915K
2
+$495K
3
+$417K
4
SHPG
Shire pic
SHPG
+$359K
5
GE icon
GE Aerospace
GE
+$351K

Sector Composition

1 Financials 13.33%
2 Technology 13%
3 Healthcare 12.2%
4 Industrials 8.01%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.49%
30,524
+5
52
$1.48M 0.49%
7,914
+230
53
$1.45M 0.48%
88,211
-542
54
$1.39M 0.47%
19,924
-2,614
55
$1.37M 0.46%
11,828
-3,028
56
$1.34M 0.45%
7,250
-800
57
$1.31M 0.44%
10,499
58
$1.28M 0.43%
7,002
+50
59
$1.26M 0.42%
29,140
-1,252
60
$1.26M 0.42%
31,605
61
$1.25M 0.42%
24,210
-1,300
62
$1.25M 0.42%
16,335
-350
63
$1.25M 0.42%
31,350
+16,575
64
$1.25M 0.42%
14,738
-174
65
$1.24M 0.42%
8,884
+6,643
66
$1.22M 0.41%
7,810
+2
67
$1.21M 0.41%
15,943
68
$1.2M 0.4%
22,278
-487
69
$1.19M 0.4%
12,076
-44
70
$1.18M 0.4%
19,791
-550
71
$1.18M 0.39%
34,818
+649
72
$1.16M 0.39%
34,860
-4,375
73
$1.16M 0.39%
11,140
74
$1.16M 0.39%
26,655
+8,213
75
$1.11M 0.37%
3,417
-170
1 2
3
4 5