OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+2.08%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$258M
AUM Growth
+$3.82M
(+1.5%)
Cap. Flow
+$567K
Cap. Flow
% of AUM
0.22%
Top 10 Holdings %
Top 10 Hldgs %
22.15%
Holding
292
New
25
Increased
64
Reduced
114
Closed
17
Top Buys
| 1 |
AGN
Allergan plc
AGN
|
$1.46M |
| 2 |
Adobe
ADBE
|
$1.25M |
| 3 |
Celanese
CE
|
$1.05M |
| 4 |
VanEck Intermediate Muni ETF
ITM
|
$636K |
| 5 |
Invesco Preferred ETF
PGX
|
$631K |
Top Sells
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$1.35M |
| 2 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$1.19M |
| 3 |
Gilead Sciences
GILD
|
$466K |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$402K |
| 5 |
Oracle
ORCL
|
$358K |
Sector Composition
| 1 | Healthcare | 14.86% |
| 2 | Financials | 12.28% |
| 3 | Technology | 10.72% |
| 4 | Consumer Discretionary | 8.29% |
| 5 | Industrials | 7.56% |
