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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$748K 0.28%
18,100
+222
102
$746K 0.28%
45,500
+200
103
$743K 0.28%
28,054
-1,037
104
$735K 0.28%
35,285
-800
105
$734K 0.28%
22,191
+150
106
$731K 0.27%
11,236
+500
107
$727K 0.27%
13,424
+1,625
108
$719K 0.27%
14,217
-350
109
$705K 0.26%
8,352
-698
110
$704K 0.26%
8,670
+50
111
$697K 0.26%
30,380
-7,500
112
$692K 0.26%
16,305
+1,400
113
$690K 0.26%
17,930
-197
114
$686K 0.26%
3,885
115
$670K 0.25%
13,470
-566
116
$643K 0.24%
5,173
-450
117
$638K 0.24%
7,843
-450
118
$632K 0.24%
36,764
119
$614K 0.23%
4,630
120
$614K 0.23%
11,555
-1,050
121
$614K 0.23%
2,430
-40
122
$606K 0.23%
24,302
-333
123
$598K 0.22%
7,363
124
$595K 0.22%
7,120
-1,405
125
$588K 0.22%
3,600
3 4
5
6 7