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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.35%
16,957
+12
77
$1.03M 0.34%
21,458
+112
78
$1.02M 0.34%
11,308
-5,615
79
$1.02M 0.34%
15,685
+100
80
$1.01M 0.34%
7,195
-100
81
$1M 0.33%
26,522
+8
82
$991K 0.33%
33,330
+1,280
83
$989K 0.33%
25,548
84
$972K 0.32%
31,725
+320
85
$969K 0.32%
10,053
86
$942K 0.31%
10,231
-193
87
$934K 0.31%
20,175
88
$925K 0.31%
17,188
-1,000
89
$925K 0.31%
21,255
+200
90
$906K 0.3%
13,087
-200
91
$896K 0.3%
14,245
-99
92
$875K 0.29%
20,503
-3,357
93
$869K 0.29%
9,224
+2
94
$862K 0.29%
47,843
-825
95
$862K 0.29%
11,780
96
$856K 0.28%
80,236
-2,030
97
$843K 0.28%
8,793
+81
98
$842K 0.28%
59,470
+13,570
99
$839K 0.28%
8,570
100
$824K 0.27%
9,747
+800
2 3
4
5 6