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
876
$3K ﹤0.01%
110
+1
877
$3K ﹤0.01%
25
878
$3K ﹤0.01%
120
879
$3K ﹤0.01%
596
-1,787
880
$3K ﹤0.01%
250
881
$3K ﹤0.01%
53
882
$3K ﹤0.01%
99
+6
883
$3K ﹤0.01%
312
-1
884
$2K ﹤0.01%
36
885
$2K ﹤0.01%
52
886
$2K ﹤0.01%
126
887
$2K ﹤0.01%
100
888
$2K ﹤0.01%
250
889
$2K ﹤0.01%
14
890
$2K ﹤0.01%
77
891
$2K ﹤0.01%
13
892
$2K ﹤0.01%
90
893
$2K ﹤0.01%
71
894
$2K ﹤0.01%
300
895
$2K ﹤0.01%
35
896
$2K ﹤0.01%
97
897
$2K ﹤0.01%
106
898
$2K ﹤0.01%
75
899
$1K ﹤0.01%
20
900
$1K ﹤0.01%
24
34 35
36
37 38