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
$259M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$913K
3
+$913K
4
GE icon
GE Aerospace
GE
+$734K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$711K

Top Sells

1
+$1.15M
2
+$697K
3
+$673K
4
AVGO icon
Broadcom
AVGO
+$405K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$392K

Sector Composition

1 Healthcare 15.21%
2 Financials 13.09%
3 Technology 11.77%
4 Consumer Discretionary 8.29%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$958K 0.37%
26,104
-4,474
77
$955K 0.37%
15,388
+2
78
$937K 0.36%
99,695
+3,000
79
$933K 0.36%
44,579
-1,424
80
$933K 0.36%
76,500
-765
81
$926K 0.36%
17,790
-800
82
$909K 0.35%
51,000
-12,000
83
$904K 0.35%
21,600
+5,400
84
$902K 0.35%
31,005
-400
85
$900K 0.35%
26,640
+16,140
86
$896K 0.35%
10,251
+412
87
$865K 0.33%
5,805
+1,075
88
$864K 0.33%
20,963
89
$846K 0.33%
19,699
-673
90
$845K 0.33%
56,521
+3,297
91
$845K 0.33%
20,841
-79
92
$840K 0.32%
11,875
-200
93
$830K 0.32%
44,550
+1,200
94
$826K 0.32%
18,495
-100
95
$815K 0.32%
32,320
+16,420
96
$807K 0.31%
3,715
97
$803K 0.31%
42,635
-350
98
$803K 0.31%
61,472
99
$792K 0.31%
9,403
-370
100
$778K 0.3%
38,091
-8,820
2 3
4
5 6