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
901
$1K ﹤0.01%
26
902
$1K ﹤0.01%
15
903
$1K ﹤0.01%
40
904
$1K ﹤0.01%
10
905
$1K ﹤0.01%
8
906
$1K ﹤0.01%
50
907
$1K ﹤0.01%
66
908
$1K ﹤0.01%
25
909
$1K ﹤0.01%
24
-1,200
910
$1K ﹤0.01%
68
911
$1K ﹤0.01%
200
912
– –
0
913
$1K ﹤0.01%
100
914
$1K ﹤0.01%
40
-2
915
$1K ﹤0.01%
100
916
– –
0
917
– –
-56
918
– –
-100
919
– –
-400
920
$0 ﹤0.01%
7
921
– –
-1,000
922
– –
-900
923
– –
-20
924
– –
-800
925
– –
-5,500
35 36
37
38 39