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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.47%
10,926
-399
52
$1.45M 0.47%
8,343
-65
53
$1.38M 0.45%
10,141
+83
54
$1.38M 0.45%
24,901
+4,934
55
$1.37M 0.45%
11,205
-825
56
$1.36M 0.44%
33,195
-4,350
57
$1.36M 0.44%
17,758
+282
58
$1.31M 0.42%
31,833
-55
59
$1.29M 0.42%
8,324
-1,034
60
$1.29M 0.42%
7,003
61
$1.23M 0.4%
28,554
+2
62
$1.22M 0.4%
42,411
-1,282
63
$1.18M 0.38%
14,783
-49
64
$1.17M 0.38%
7,822
+3
65
$1.16M 0.38%
26,165
-400
66
$1.16M 0.38%
11,701
-299
67
$1.15M 0.37%
18,286
-875
68
$1.15M 0.37%
5,372
-150
69
$1.1M 0.36%
6,725
-80
70
$1.1M 0.36%
7,391
71
$1.07M 0.35%
9,649
-245
72
$1.04M 0.34%
5,604
-31
73
$1.04M 0.34%
3,550
+810
74
$1.03M 0.33%
10,173
-260
75
$1.02M 0.33%
7,770
-393
1 2
3
4 5