OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
-3.24%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$237M
AUM Growth
-$19.5M
(-7.6%)
Cap. Flow
-$7.21M
Cap. Flow
% of AUM
-3.04%
Top 10 Holdings %
Top 10 Hldgs %
28.37%
Holding
920
New
79
Increased
119
Reduced
190
Closed
74
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$323K |
| 2 |
Invesco DB Agriculture Fund
DBA
|
$317K |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
$280K |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$267K |
| 5 |
Amplify Cybersecurity ETF
HACK
|
$252K |
Top Sells
| 1 |
US Bancorp
USB
|
$495K |
| 2 |
Apple
AAPL
|
$408K |
| 3 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$383K |
| 4 |
Boeing
BA
|
$358K |
| 5 |
Edwards Lifesciences
EW
|
$315K |
Sector Composition
| 1 | Technology | 22.31% |
| 2 | Healthcare | 10.79% |
| 3 | Financials | 8.9% |
| 4 | Industrials | 6.76% |
| 5 | Consumer Discretionary | 6.2% |
