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
$316M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,132
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$952K
3
+$843K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$792K
5
BIP icon
Brookfield Infrastructure Partners
BIP
+$569K

Top Sells

1
+$8.01M
2
+$4.6M
3
+$3.51M
4
UNH icon
UnitedHealth
UNH
+$3.37M
5
CSCO icon
Cisco
CSCO
+$2.86M

Sector Composition

1 Healthcare 12.6%
2 Financials 12.54%
3 Technology 12%
4 Consumer Discretionary 8.44%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$4K ﹤0.01%
60
902
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903
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904
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906
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908
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910
$3K ﹤0.01%
700
911
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913
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40
915
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916
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918
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919
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920
$3K ﹤0.01%
3,345
-2,345
921
$3K ﹤0.01%
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922
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13
923
$2K ﹤0.01%
+72
924
$2K ﹤0.01%
100
925
$2K ﹤0.01%
250
35 36
37
38 39