OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
This Quarter Return
-2.58%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$195M
AUM Growth
+$195M
(-4.4%)
Cap. Flow
-$1.5M
Cap. Flow
% of AUM
-0.77%
Top 10 Holdings %
Top 10 Hldgs %
29.82%
Holding
733
New
25
Increased
143
Reduced
101
Closed
15
Top Buys
| 1 |
Vitesse Energy
VTS
|
$451K |
| 2 |
PIMCO Dynamic Income Fund
PDI
|
$138K |
| 3 |
D.R. Horton
DHI
|
$124K |
| 4 |
Arista Networks
ANET
|
$120K |
| 5 |
Invesco International Developed Dynamic Multifactor ETF
IMFL
|
$114K |
Top Sells
| 1 |
Invesco Preferred ETF
PGX
|
$472K |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$393K |
| 3 |
Apple
AAPL
|
$359K |
| 4 |
Sociedad Química y Minera de Chile
SQM
|
$298K |
| 5 |
Amphenol
APH
|
$191K |
Sector Composition
| 1 | Technology | 22.3% |
| 2 | Healthcare | 9.85% |
| 3 | Financials | 8.53% |
| 4 | Industrials | 8.42% |
| 5 | Consumer Discretionary | 5.93% |
