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
$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
851
$5K ﹤0.01%
306
852
$5K ﹤0.01%
35
853
$5K ﹤0.01%
75
854
$5K ﹤0.01%
200
855
$5K ﹤0.01%
8
856
$5K ﹤0.01%
1,000
857
$4K ﹤0.01%
400
-300
858
$4K ﹤0.01%
+2
859
$4K ﹤0.01%
175
860
$4K ﹤0.01%
148
861
$4K ﹤0.01%
30
862
$4K ﹤0.01%
107
863
$4K ﹤0.01%
250
864
$4K ﹤0.01%
21
865
$4K ﹤0.01%
100
866
$4K ﹤0.01%
100
867
$4K ﹤0.01%
100
868
$4K ﹤0.01%
200
869
$4K ﹤0.01%
140
870
$4K ﹤0.01%
150
871
$4K ﹤0.01%
160
-160
872
$4K ﹤0.01%
3,500
873
$3K ﹤0.01%
+360
874
$3K ﹤0.01%
107
+4
875
$3K ﹤0.01%
75
-125
33 34
35
36 37