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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$498K 0.2%
+7,636
127
$495K 0.2%
+44,300
128
$491K 0.2%
+3,850
129
$487K 0.2%
+7,287
130
$486K 0.2%
+8,170
131
$482K 0.2%
+22,780
132
$473K 0.19%
+6,236
133
$452K 0.19%
+4,528
134
$437K 0.18%
+36,510
135
$431K 0.18%
+12,375
136
$431K 0.18%
+5,060
137
$426K 0.17%
+12,465
138
$420K 0.17%
+3,700
139
$419K 0.17%
+35
140
$410K 0.17%
+9,025
141
$405K 0.17%
+27,650
142
$404K 0.17%
+8,402
143
$399K 0.16%
+7,874
144
$393K 0.16%
+34,884
145
$391K 0.16%
+18,400
146
$390K 0.16%
+29,000
147
$386K 0.16%
+6,462
148
$379K 0.16%
+5,510
149
$377K 0.15%
+3,600
150
$370K 0.15%
+14,130
4 5
6
7 8