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
801
$7K ﹤0.01%
1,572
802
$7K ﹤0.01%
192
803
$7K ﹤0.01%
163
804
$7K ﹤0.01%
300
805
$7K ﹤0.01%
61
806
$7K ﹤0.01%
1,308
807
$7K ﹤0.01%
1,500
808
$7K ﹤0.01%
425
-30
809
$7K ﹤0.01%
46
810
$6K ﹤0.01%
318
811
$6K ﹤0.01%
225
+4
812
$6K ﹤0.01%
500
813
$6K ﹤0.01%
105
814
$6K ﹤0.01%
150
815
$6K ﹤0.01%
250
-325
816
$6K ﹤0.01%
112
817
$6K ﹤0.01%
191
818
$6K ﹤0.01%
300
819
$6K ﹤0.01%
382
-1,410
820
$6K ﹤0.01%
592
-1,988
821
$6K ﹤0.01%
250
822
$6K ﹤0.01%
100
-195
823
$6K ﹤0.01%
80
824
$6K ﹤0.01%
50
825
$6K ﹤0.01%
+400
31 32
33
34 35