OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
-0.2%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$237M
AUM Growth
-$83.4M
(-26%)
Cap. Flow
-$80.7M
Cap. Flow
% of AUM
-34.02%
Top 10 Holdings %
Top 10 Hldgs %
25.28%
Holding
948
New
32
Increased
77
Reduced
314
Closed
106
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
+$9.19M |
| 2 |
Microsoft
MSFT
|
+$3.35M |
| 3 |
Adobe
ADBE
|
+$2.97M |
| 4 |
Mastercard
MA
|
+$2.71M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$2.33M |
Sector Composition
| 1 | Technology | 20.95% |
| 2 | Healthcare | 10.05% |
| 3 | Financials | 9.58% |
| 4 | Consumer Discretionary | 6.79% |
| 5 | Communication Services | 6.59% |
