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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$976K 0.32%
12,827
-406
77
$944K 0.31%
17,263
-3,078
78
$944K 0.31%
29,850
79
$938K 0.3%
5,227
+5
80
$936K 0.3%
33,897
-2,695
81
$936K 0.3%
7,024
+640
82
$926K 0.3%
9,106
+2
83
$920K 0.3%
6,098
-400
84
$918K 0.3%
38,292
-5,600
85
$913K 0.3%
48,600
86
$903K 0.29%
31,129
-305
87
$902K 0.29%
5,756
-1,058
88
$887K 0.29%
10,546
-275
89
$870K 0.28%
15,575
+5
90
$849K 0.28%
2,335
91
$836K 0.27%
37,350
92
$811K 0.26%
9,470
-193
93
$803K 0.26%
21,788
94
$798K 0.26%
3,835
-197
95
$797K 0.26%
6,000
+1,000
96
$793K 0.26%
16,512
97
$792K 0.26%
6,510
98
$784K 0.25%
16,188
-78
99
$778K 0.25%
6,880
+6,205
100
$777K 0.25%
15,150
-1,200
2 3
4
5 6