OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+2.85%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$347M
AUM Growth
+$6.72M
(+2%)
Cap. Flow
+$219K
Cap. Flow
% of AUM
0.06%
Top 10 Holdings %
Top 10 Hldgs %
19.8%
Holding
1,096
New
73
Increased
189
Reduced
192
Closed
38
Top Buys
| 1 |
VanEck Intermediate Muni ETF
ITM
|
+$471K |
| 2 |
First Trust Small Cap Growth AlphaDEX Fund
FYC
|
+$458K |
| 3 |
Interpublic Group of Companies
IPG
|
+$447K |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$306K |
| 5 |
Celanese
CE
|
+$286K |
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$315K |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$313K |
| 3 |
Procter & Gamble
PG
|
+$313K |
| 4 |
TWX
Time Warner Inc
TWX
|
+$276K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$270K |
Sector Composition
| 1 | Technology | 14.75% |
| 2 | Financials | 12.56% |
| 3 | Healthcare | 11.25% |
| 4 | Industrials | 7.75% |
| 5 | Consumer Discretionary | 7.54% |
