OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1 +$7.57M
2 +$7.19M
3 +$7.13M
4
GILD icon
Gilead Sciences
GILD
+$6.87M
5
AAPL icon
Apple
AAPL
+$5.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.09%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$0 ﹤0.01%
+64
727
$0 ﹤0.01%
+6
728
$0 ﹤0.01%
+4
729
$0 ﹤0.01%
+10
730
$0 ﹤0.01%
+6
731
$0 ﹤0.01%
+200
732
$0 ﹤0.01%
+15
733
$0 ﹤0.01%
+83
734
$0 ﹤0.01%
+8
735
$0 ﹤0.01%
+200
736
$0 ﹤0.01%
+163