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
826
$6K ﹤0.01%
+500
827
$6K ﹤0.01%
200
828
$6K ﹤0.01%
528
+11
829
$6K ﹤0.01%
+300
830
$5K ﹤0.01%
2,000
831
$5K ﹤0.01%
395
832
$5K ﹤0.01%
+70
833
$5K ﹤0.01%
100
-2,170
834
$5K ﹤0.01%
200
-2,300
835
$5K ﹤0.01%
47
836
$5K ﹤0.01%
500
-700
837
$5K ﹤0.01%
808
838
$5K ﹤0.01%
130
839
$5K ﹤0.01%
+100
840
$5K ﹤0.01%
659
-276
841
$5K ﹤0.01%
50
842
$5K ﹤0.01%
144
843
$5K ﹤0.01%
200
844
$5K ﹤0.01%
250
845
$5K ﹤0.01%
100
846
$5K ﹤0.01%
100
847
$5K ﹤0.01%
110
848
$4K ﹤0.01%
500
849
$4K ﹤0.01%
40
850
$4K ﹤0.01%
100
32 33
34
35 36