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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$918K 0.38%
+100,500
77
$893K 0.37%
+60,000
78
$872K 0.36%
+7,795
79
$865K 0.35%
+31,737
80
$821K 0.34%
+78,345
81
$813K 0.33%
+16,081
82
$809K 0.33%
+18,178
83
$787K 0.32%
+9,233
84
$771K 0.32%
+9,050
85
$771K 0.32%
+25,548
86
$765K 0.31%
+79,072
87
$759K 0.31%
+15,460
88
$758K 0.31%
+20,023
89
$757K 0.31%
+13,310
90
$749K 0.31%
+14,485
91
$734K 0.3%
+15,240
92
$733K 0.3%
+27,512
93
$728K 0.3%
+14,842
94
$712K 0.29%
+18,846
95
$711K 0.29%
+15,661
96
$710K 0.29%
+16,968
97
$703K 0.29%
+13,527
98
$698K 0.29%
+45,300
99
$697K 0.29%
+27,292
100
$675K 0.28%
+14,324
2 3
4
5 6