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
751
$12K ﹤0.01%
500
752
$12K ﹤0.01%
1,500
753
$12K ﹤0.01%
1,000
754
$12K ﹤0.01%
534
-100
755
$12K ﹤0.01%
550
-41
756
$12K ﹤0.01%
200
-190
757
$12K ﹤0.01%
149
758
$12K ﹤0.01%
600
759
$12K ﹤0.01%
175
760
$12K ﹤0.01%
73
-52
761
$12K ﹤0.01%
500
762
$12K ﹤0.01%
55
763
$12K ﹤0.01%
472
764
$12K ﹤0.01%
473
765
$12K ﹤0.01%
1,300
766
$12K ﹤0.01%
1,000
767
$11K ﹤0.01%
300
-1,000
768
$11K ﹤0.01%
10
769
$11K ﹤0.01%
234
770
$11K ﹤0.01%
47
771
$11K ﹤0.01%
1,500
772
$11K ﹤0.01%
80
773
$11K ﹤0.01%
194
+4
774
$11K ﹤0.01%
375
775
$11K ﹤0.01%
+500
29 30
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32 33