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
$254M
AUM Growth
-$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.41M
3
+$1.26M
4
WHR icon
Whirlpool
WHR
+$1.18M
5
UNH icon
UnitedHealth
UNH
+$1.15M

Top Sells

1
+$1.18M
2
+$845K
3
+$741K
4
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$729K
5
MBLY
Mobileye N.V.
MBLY
+$541K

Sector Composition

1 Healthcare 14.31%
2 Financials 12.62%
3 Technology 10.92%
4 Consumer Discretionary 8.71%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$773K 0.3%
5,340
+7
102
$769K 0.3%
7,508
-200
103
$759K 0.3%
6,115
-135
104
$751K 0.3%
10,240
105
$745K 0.29%
19,088
+4,200
106
$741K 0.29%
20,405
-5,699
107
$736K 0.29%
32,226
-5,865
108
$735K 0.29%
18,758
-941
109
$733K 0.29%
69,262
110
$709K 0.28%
9,615
-1,084
111
$703K 0.28%
5,269
+1,403
112
$691K 0.27%
10,775
-1,100
113
$684K 0.27%
23,040
-3,600
114
$683K 0.27%
21,855
115
$677K 0.27%
+6,137
116
$669K 0.26%
7,981
117
$657K 0.26%
8,678
118
$653K 0.26%
+5,000
119
$642K 0.25%
31,212
120
$629K 0.25%
11,474
-340
121
$628K 0.25%
11,260
-5,020
122
$628K 0.25%
5,629
+1,960
123
$623K 0.25%
8,653
-750
124
$618K 0.24%
13,329
-142
125
$601K 0.24%
23,506
-3,675
3 4
5
6 7