OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
This Quarter Return
+9.98%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$298M
AUM Growth
+$298M
(+3.7%)
Cap. Flow
+$8.42M
Cap. Flow
% of AUM
2.83%
Top 10 Holdings %
Top 10 Hldgs %
27.59%
Holding
949
New
63
Increased
113
Reduced
228
Closed
70
Top Buys
| 1 |
Apple
AAPL
|
$19.4M |
| 2 |
Qualcomm
QCOM
|
$468K |
| 3 |
AT&T
T
|
$425K |
| 4 |
MGM Resorts International
MGM
|
$283K |
| 5 |
AbbVie
ABBV
|
$264K |
Top Sells
| 1 |
VanEck Intermediate Muni ETF
ITM
|
$1.54M |
| 2 |
Microsoft
MSFT
|
$603K |
| 3 |
Costco
COST
|
$426K |
| 4 |
SPDR ICE Preferred Securities ETF
PSK
|
$374K |
| 5 |
Bristol-Myers Squibb
BMY
|
$345K |
Sector Composition
| 1 | Technology | 24.29% |
| 2 | Healthcare | 10.91% |
| 3 | Financials | 9.52% |
| 4 | Consumer Discretionary | 8.97% |
| 5 | Communication Services | 7.34% |
