OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
-0.17%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$302M
AUM Growth
-$7.18M
(-2.3%)
Cap. Flow
-$4.52M
Cap. Flow
% of AUM
-1.5%
Top 10 Holdings %
Top 10 Hldgs %
21.49%
Holding
1,007
New
74
Increased
154
Reduced
211
Closed
66
Top Buys
Top Sells
| 1 |
Hasbro
HAS
|
$686K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$622K |
| 3 |
Enterprise Products Partners
EPD
|
$585K |
| 4 |
Vanguard Large-Cap ETF
VV
|
$508K |
| 5 |
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% |