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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$13K ﹤0.01%
600
727
$13K ﹤0.01%
250
728
$13K ﹤0.01%
600
+500
729
$12K ﹤0.01%
200
730
$12K ﹤0.01%
1,000
731
$12K ﹤0.01%
+1,000
732
$12K ﹤0.01%
250
733
$12K ﹤0.01%
240
+2
734
$12K ﹤0.01%
375
735
$12K ﹤0.01%
200
736
$12K ﹤0.01%
319
-177
737
$12K ﹤0.01%
100
738
$12K ﹤0.01%
292
739
$12K ﹤0.01%
500
740
$12K ﹤0.01%
700
741
$12K ﹤0.01%
200
742
$11K ﹤0.01%
200
743
$11K ﹤0.01%
400
744
$11K ﹤0.01%
265
745
$11K ﹤0.01%
400
746
$11K ﹤0.01%
104
747
$11K ﹤0.01%
200
748
$11K ﹤0.01%
+242
749
$11K ﹤0.01%
200
750
$11K ﹤0.01%
700
28 29
30
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