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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$960K 0.43%
4,050
-60
52
$950K 0.43%
11,590
+730
53
$948K 0.43%
4,016
+50
54
$926K 0.42%
9,323
-260
55
$918K 0.41%
5,867
-120
56
$902K 0.4%
2,876
-500
57
$886K 0.4%
42,092
-700
58
$886K 0.4%
2,970
+400
59
$873K 0.39%
28,197
-1,131
60
$849K 0.38%
6,204
-504
61
$818K 0.37%
1,400
62
$792K 0.36%
6,400
63
$785K 0.35%
3,077
64
$785K 0.35%
4,757
-384
65
$756K 0.34%
3,465
-340
66
$728K 0.33%
4,978
-427
67
$723K 0.32%
3,206
+100
68
$698K 0.31%
6,968
-525
69
$695K 0.31%
4,212
70
$686K 0.31%
4,374
71
$670K 0.3%
5,055
72
$663K 0.3%
1,384
+20
73
$661K 0.3%
15,925
-438
74
$660K 0.3%
1,193
-205
75
$652K 0.29%
8,646
-450
1 2
3
4 5