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
$254M
AUM Growth
-$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.41M
3
+$1.26M
4
WHR icon
Whirlpool
WHR
+$1.18M
5
UNH icon
UnitedHealth
UNH
+$1.15M

Top Sells

1
+$1.18M
2
+$845K
3
+$741K
4
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$729K
5
MBLY
Mobileye N.V.
MBLY
+$541K

Sector Composition

1 Healthcare 14.31%
2 Financials 12.62%
3 Technology 10.92%
4 Consumer Discretionary 8.71%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$601K 0.24%
11,240
-5,997
127
$597K 0.23%
19,759
128
$597K 0.23%
23,523
+11,648
129
$592K 0.23%
22,412
-950
130
$574K 0.23%
4,557
+1,470
131
$569K 0.22%
12,378
-975
132
$569K 0.22%
8,392
133
$566K 0.22%
4,759
-159
134
$559K 0.22%
12,486
+1,050
135
$554K 0.22%
60,000
136
$540K 0.21%
14,663
-6,300
137
$535K 0.21%
3,974
+187
138
$530K 0.21%
45,323
-1,856
139
$527K 0.21%
10,903
-2,051
140
$522K 0.21%
28,850
141
$521K 0.21%
9,392
142
$516K 0.2%
4,979
-227
143
$506K 0.2%
12,800
144
$505K 0.2%
18,935
-3,575
145
$500K 0.2%
388
146
$497K 0.2%
5,840
-1,120
147
$486K 0.19%
12,040
-2,027
148
$484K 0.19%
5,850
-100
149
$475K 0.19%
28,679
-670
150
$472K 0.19%
4,116
-600
4 5
6
7 8