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
726
$14K ﹤0.01%
582
727
$14K ﹤0.01%
100
728
$14K ﹤0.01%
284
+3
729
$14K ﹤0.01%
200
730
$14K ﹤0.01%
255
731
$14K ﹤0.01%
1,000
732
$14K ﹤0.01%
771
733
$14K ﹤0.01%
300
734
$14K ﹤0.01%
189
735
$13K ﹤0.01%
800
736
$13K ﹤0.01%
215
737
$13K ﹤0.01%
+800
738
$13K ﹤0.01%
599
739
$13K ﹤0.01%
1,000
-700
740
$13K ﹤0.01%
378
741
$13K ﹤0.01%
1,000
742
$13K ﹤0.01%
100
-475
743
$13K ﹤0.01%
100
744
$12K ﹤0.01%
500
745
$12K ﹤0.01%
100
746
$12K ﹤0.01%
500
747
$12K ﹤0.01%
214
748
$12K ﹤0.01%
250
749
$12K ﹤0.01%
150
750
$12K ﹤0.01%
85
28 29
30
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