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
851
$4K ﹤0.01%
28
852
$4K ﹤0.01%
40
853
$4K ﹤0.01%
100
854
$4K ﹤0.01%
166
855
$4K ﹤0.01%
+150
856
$4K ﹤0.01%
+148
857
$4K ﹤0.01%
50
858
$4K ﹤0.01%
140
859
$3K ﹤0.01%
700
860
$3K ﹤0.01%
+75
861
$3K ﹤0.01%
72
862
$3K ﹤0.01%
62
863
$3K ﹤0.01%
89
864
$3K ﹤0.01%
50
865
$3K ﹤0.01%
626
866
$3K ﹤0.01%
1,000
867
$3K ﹤0.01%
105
868
$3K ﹤0.01%
66
869
$3K ﹤0.01%
150
870
$3K ﹤0.01%
150
871
$3K ﹤0.01%
20
872
$3K ﹤0.01%
61
873
$3K ﹤0.01%
+100
874
$3K ﹤0.01%
44
-23
875
$3K ﹤0.01%
+50
33 34
35
36 37