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
776
$11K ﹤0.01%
350
777
$11K ﹤0.01%
1,650
+250
778
$11K ﹤0.01%
600
779
$11K ﹤0.01%
50
780
$11K ﹤0.01%
200
781
$11K ﹤0.01%
500
782
$11K ﹤0.01%
700
783
$10K ﹤0.01%
200
784
$10K ﹤0.01%
200
785
$10K ﹤0.01%
360
786
$10K ﹤0.01%
393
787
$10K ﹤0.01%
66
+1
788
$10K ﹤0.01%
300
789
$10K ﹤0.01%
700
790
$10K ﹤0.01%
1,400
+400
791
$10K ﹤0.01%
+500
792
$9K ﹤0.01%
510
793
$9K ﹤0.01%
58
-73
794
$9K ﹤0.01%
206
795
$9K ﹤0.01%
240
796
$9K ﹤0.01%
100
797
$9K ﹤0.01%
645
+6
798
$9K ﹤0.01%
300
799
$9K ﹤0.01%
330
800
$9K ﹤0.01%
848
30 31
32
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