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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$759K 0.25%
9,109
-630
102
$756K 0.25%
403
103
$753K 0.24%
14,085
+950
104
$744K 0.24%
37,269
-49
105
$740K 0.24%
8,490
-28
106
$724K 0.23%
5,495
-92
107
$719K 0.23%
12,880
108
$715K 0.23%
8,860
109
$712K 0.23%
17,374
110
$708K 0.23%
16,390
111
$707K 0.23%
1,925
112
$702K 0.23%
3,415
113
$702K 0.23%
34,750
-5,300
114
$702K 0.23%
7,951
+5
115
$686K 0.22%
30,290
116
$682K 0.22%
6,160
-60
117
$682K 0.22%
42,745
+7,279
118
$671K 0.22%
10,213
-1,048
119
$669K 0.22%
5,379
+1,008
120
$664K 0.22%
6,057
+3
121
$664K 0.22%
29,379
-435
122
$663K 0.22%
3,798
123
$662K 0.21%
6,074
+991
124
$641K 0.21%
22,991
-2,910
125
$639K 0.21%
8,255
3 4
5
6 7