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
751
$11K ﹤0.01%
+100
752
$11K ﹤0.01%
1,000
-500
753
$10K ﹤0.01%
186
754
$10K ﹤0.01%
+1,000
755
$10K ﹤0.01%
386
756
$10K ﹤0.01%
1,500
-2,500
757
$10K ﹤0.01%
155
758
$10K ﹤0.01%
212
-37
759
$10K ﹤0.01%
200
760
– –
0
761
$10K ﹤0.01%
64
762
$10K ﹤0.01%
200
763
$10K ﹤0.01%
420
764
$9K ﹤0.01%
50
765
$9K ﹤0.01%
200
-300
766
$9K ﹤0.01%
100
767
$9K ﹤0.01%
527
768
$9K ﹤0.01%
150
769
$9K ﹤0.01%
37
+10
770
$9K ﹤0.01%
399
771
$9K ﹤0.01%
132
772
$9K ﹤0.01%
296
773
$9K ﹤0.01%
3,345
774
$8K ﹤0.01%
803
775
$8K ﹤0.01%
65
29 30
31
32 33