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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$668K 0.27%
+37,020
102
$658K 0.27%
+8,277
103
$656K 0.27%
+19,763
104
$649K 0.27%
+26,570
105
$633K 0.26%
+8,293
106
$633K 0.26%
+9,578
107
$625K 0.26%
+22,910
108
$620K 0.25%
+20,100
109
$617K 0.25%
+18,641
110
$617K 0.25%
+6,882
111
$617K 0.25%
+36,000
112
$607K 0.25%
+2,670
113
$602K 0.25%
+24,635
114
$601K 0.25%
+4,685
115
$599K 0.25%
+6,808
116
$596K 0.24%
+7,363
117
$593K 0.24%
+5,178
118
$569K 0.23%
+9,204
119
$568K 0.23%
+9,451
120
$567K 0.23%
+38,879
121
$557K 0.23%
+13,492
122
$539K 0.22%
+20,400
123
$533K 0.22%
+13,055
124
$528K 0.22%
+4,630
125
$508K 0.21%
+36,780
3 4
5
6 7