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
$259M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$913K
3
+$913K
4
GE icon
GE Aerospace
GE
+$734K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$711K

Top Sells

1
+$1.15M
2
+$697K
3
+$673K
4
AVGO icon
Broadcom
AVGO
+$405K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$392K

Sector Composition

1 Healthcare 15.21%
2 Financials 13.09%
3 Technology 11.77%
4 Consumer Discretionary 8.29%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$597K 0.23%
4,918
+1
127
$596K 0.23%
31,212
+397
128
$587K 0.23%
6,960
-177
129
$586K 0.23%
18,421
+1
130
$579K 0.22%
13,471
+791
131
$578K 0.22%
22,510
-2,025
132
$578K 0.22%
14,888
+488
133
$573K 0.22%
19,759
134
$566K 0.22%
7,298
+1,418
135
$543K 0.21%
14,067
+909
136
$541K 0.21%
12,800
-1,150
137
$541K 0.21%
2,742
-743
138
$538K 0.21%
27,181
-4,262
139
$531K 0.21%
47,179
-7,670
140
$528K 0.2%
31,389
+3,966
141
$521K 0.2%
12,800
142
$517K 0.2%
4,716
-181
143
$511K 0.2%
+10,080
144
$511K 0.2%
3,866
+2
145
$509K 0.2%
5,206
+253
146
$507K 0.2%
29,349
-9,897
147
$503K 0.19%
+6,070
148
$499K 0.19%
50,900
149
$498K 0.19%
9,392
-480
150
$495K 0.19%
388
+218
4 5
6
7 8