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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$651K 0.29%
4,365
-250
77
$626K 0.28%
6,410
+600
78
$615K 0.28%
12,437
-210
79
$609K 0.27%
31,884
80
$605K 0.27%
13,835
-1,110
81
$601K 0.27%
52,012
-4,420
82
$600K 0.27%
33,200
+4,000
83
$594K 0.27%
21,214
+9,956
84
$583K 0.26%
2,180
+30
85
$563K 0.25%
7,190
-815
86
$542K 0.24%
21,402
+100
87
$541K 0.24%
3,294
+1,124
88
$539K 0.24%
22,750
89
$538K 0.24%
6,933
-773
90
$536K 0.24%
1,556
-249
91
$535K 0.24%
6,604
-479
92
$527K 0.24%
781
93
$526K 0.24%
13,222
-95
94
$499K 0.22%
6,414
-141
95
$489K 0.22%
9,050
96
$485K 0.22%
56,200
-1,772
97
$480K 0.22%
3,007
-109
98
$478K 0.21%
3,954
-949
99
$478K 0.21%
2,350
100
$478K 0.21%
2,946
+650
2 3
4
5 6