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
$254M
AUM Growth
-$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.41M
3
+$1.26M
4
WHR icon
Whirlpool
WHR
+$1.18M
5
UNH icon
UnitedHealth
UNH
+$1.15M

Top Sells

1
+$1.18M
2
+$845K
3
+$741K
4
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$729K
5
MBLY
Mobileye N.V.
MBLY
+$541K

Sector Composition

1 Healthcare 14.31%
2 Financials 12.62%
3 Technology 10.92%
4 Consumer Discretionary 8.71%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$954K 0.38%
9,307
-595
77
$939K 0.37%
13,943
-1,445
78
$938K 0.37%
99,695
79
$928K 0.37%
16,025
+3,435
80
$922K 0.36%
12,040
-4,856
81
$920K 0.36%
31,930
-500
82
$919K 0.36%
76,500
83
$905K 0.36%
11,214
+804
84
$902K 0.36%
8,963
-415
85
$889K 0.35%
14,032
-389
86
$866K 0.34%
47,350
+2,800
87
$855K 0.34%
45,700
-5,300
88
$853K 0.34%
30,328
-6,177
89
$845K 0.33%
23,416
-2,350
90
$837K 0.33%
57,872
-3,600
91
$830K 0.33%
42,016
-2,563
92
$829K 0.33%
44,110
+1,475
93
$825K 0.32%
18,295
-200
94
$823K 0.32%
5,800
+750
95
$812K 0.32%
7,900
-2,383
96
$811K 0.32%
16,061
+4,048
97
$803K 0.32%
21,000
-600
98
$801K 0.32%
3,615
-100
99
$801K 0.32%
76,438
+12,500
100
$789K 0.31%
20,680
+2,400
2 3
4
5 6