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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$971K 0.36%
18,370
-376
77
$946K 0.36%
11,207
+35
78
$945K 0.36%
100,000
79
$929K 0.35%
10,028
-700
80
$911K 0.34%
15,475
+35
81
$904K 0.34%
19,212
-3,029
82
$902K 0.34%
98,375
83
$902K 0.34%
25,548
-202
84
$900K 0.34%
7,295
-500
85
$892K 0.34%
14,273
+4,003
86
$886K 0.33%
35,060
-5,440
87
$883K 0.33%
13,427
-100
88
$877K 0.33%
14,880
+4,150
89
$875K 0.33%
15,460
-623
90
$846K 0.32%
30,858
-2,900
91
$838K 0.31%
32,365
+165
92
$825K 0.31%
78,675
+330
93
$825K 0.31%
11,980
-300
94
$793K 0.3%
60,000
95
$767K 0.29%
13,794
-280
96
$766K 0.29%
12,018
+10,451
97
$763K 0.29%
25,262
-2,000
98
$761K 0.29%
10,139
+950
99
$755K 0.28%
65,872
-6,400
100
$754K 0.28%
19,509
-686
2 3
4
5 6