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
$244M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1 +$7.6M
2 +$7.23M
3 +$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$0 ﹤0.01%
+15
727
$0 ﹤0.01%
+200
728
$0 ﹤0.01%
+6
729
$0 ﹤0.01%
+10
730
$0 ﹤0.01%
+7
731
$0 ﹤0.01%
+20
732
$0 ﹤0.01%
+19
733
$0 ﹤0.01%
+163
734
$0 ﹤0.01%
+64
735
$0 ﹤0.01%
+6
736
$0 ﹤0.01%
+4