OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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
826
$7K ﹤0.01%
236
-241
827
$7K ﹤0.01%
200
828
$7K ﹤0.01%
500
829
$7K ﹤0.01%
230
830
$7K ﹤0.01%
227
831
$6K ﹤0.01%
200
832
$6K ﹤0.01%
+214
833
$6K ﹤0.01%
100
834
$6K ﹤0.01%
312
835
$6K ﹤0.01%
150
836
$6K ﹤0.01%
101
+1
837
$6K ﹤0.01%
130
838
$6K ﹤0.01%
40
839
$6K ﹤0.01%
77
-16
840
$6K ﹤0.01%
3,103
841
$6K ﹤0.01%
225
842
$5K ﹤0.01%
395
843
$5K ﹤0.01%
145
844
$5K ﹤0.01%
329
-25
845
$5K ﹤0.01%
166
846
$5K ﹤0.01%
50
847
$5K ﹤0.01%
300
848
$5K ﹤0.01%
20
849
$5K ﹤0.01%
74
850
$5K ﹤0.01%
306
32 33
34
35 36