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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$475K 0.21%
120
-5
102
$471K 0.21%
2,726
103
$471K 0.21%
4,275
+300
104
$470K 0.21%
10,250
105
$469K 0.21%
2,700
106
$464K 0.21%
2,549
107
$462K 0.21%
+9,229
108
$452K 0.2%
2,979
-500
109
$452K 0.2%
845
-10
110
$449K 0.2%
3,287
111
$432K 0.19%
1,050
112
$419K 0.19%
3,913
+30
113
$418K 0.19%
327
114
$415K 0.19%
3,024
+85
115
$407K 0.18%
450
116
$405K 0.18%
2,390
117
$402K 0.18%
1,286
118
$401K 0.18%
1,101
-570
119
$396K 0.18%
6,760
120
$393K 0.18%
3,305
+23
121
$384K 0.17%
4,217
+187
122
$381K 0.17%
18,299
123
$367K 0.16%
25,600
-6,000
124
$360K 0.16%
2,380
125
$359K 0.16%
20,100
3 4
5
6 7