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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$587K 0.22%
32,985
+600
127
$586K 0.22%
6,415
-507
128
$584K 0.22%
8,000
-105
129
$580K 0.22%
8,220
-1,358
130
$578K 0.22%
6,548
-160
131
$576K 0.22%
20,287
+187
132
$553K 0.21%
+20,150
133
$545K 0.2%
22,770
+226
134
$529K 0.2%
44,210
-300
135
$502K 0.19%
7,054
-102
136
$499K 0.19%
12,100
-275
137
$492K 0.18%
6,220
-18
138
$484K 0.18%
9,860
-4,620
139
$484K 0.18%
44,795
+495
140
$483K 0.18%
18,400
141
$462K 0.17%
3,700
142
$457K 0.17%
2,666
-100
143
$445K 0.17%
8,463
+61
144
$443K 0.17%
18,760
-240
145
$435K 0.16%
8,835
146
$434K 0.16%
8,359
+40
147
$431K 0.16%
7,325
+814
148
$430K 0.16%
3,788
-695
149
$410K 0.15%
29,000
150
$407K 0.15%
5,322
4 5
6
7 8