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
776
$8K ﹤0.01%
100
777
$8K ﹤0.01%
125
778
$8K ﹤0.01%
720
779
$8K ﹤0.01%
136
780
$8K ﹤0.01%
70
+35
781
$8K ﹤0.01%
827
782
$8K ﹤0.01%
726
783
$8K ﹤0.01%
500
784
$8K ﹤0.01%
60
785
$8K ﹤0.01%
3
-1
786
$8K ﹤0.01%
+200
787
$8K ﹤0.01%
+200
788
$8K ﹤0.01%
360
789
$8K ﹤0.01%
1,500
-50
790
$8K ﹤0.01%
+1,000
791
$8K ﹤0.01%
143
792
$7K ﹤0.01%
334
793
$7K ﹤0.01%
+296
794
$7K ﹤0.01%
125
795
$7K ﹤0.01%
127
+1
796
$7K ﹤0.01%
218
797
$7K ﹤0.01%
60
798
$7K ﹤0.01%
400
799
$7K ﹤0.01%
362
800
$7K ﹤0.01%
158
+2
30 31
32
33 34