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
876
$3K ﹤0.01%
100
877
$3K ﹤0.01%
80
-200
878
$3K ﹤0.01%
1,050
879
$3K ﹤0.01%
200
880
$3K ﹤0.01%
200
881
$3K ﹤0.01%
+100
882
$3K ﹤0.01%
100
883
$3K ﹤0.01%
74
884
$2K ﹤0.01%
21
885
$2K ﹤0.01%
153
886
$2K ﹤0.01%
+17
887
$2K ﹤0.01%
37
888
$2K ﹤0.01%
70
889
$2K ﹤0.01%
+52
890
$2K ﹤0.01%
100
891
$2K ﹤0.01%
250
892
$2K ﹤0.01%
100
893
$2K ﹤0.01%
95
894
$2K ﹤0.01%
100
895
$2K ﹤0.01%
500
-500
896
$2K ﹤0.01%
+1,000
897
$1K ﹤0.01%
200
898
$1K ﹤0.01%
8
899
$1K ﹤0.01%
8
-15
900
$1K ﹤0.01%
17
34 35
36
37 38