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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$629K 0.2%
3,370
+7
127
$627K 0.2%
5,445
+365
128
$610K 0.2%
3,987
-200
129
$593K 0.19%
51,321
+3,120
130
$593K 0.19%
17,565
+703
131
$571K 0.19%
12,930
132
$563K 0.18%
30,580
-100
133
$556K 0.18%
7,125
+100
134
$554K 0.18%
54,438
-1,500
135
$553K 0.18%
4,300
-50
136
$550K 0.18%
3,270
+328
137
$548K 0.18%
12,888
+2,917
138
$542K 0.18%
10,910
139
$542K 0.18%
7,740
-400
140
$541K 0.18%
3,540
141
$537K 0.17%
29,879
+3,506
142
$537K 0.17%
3,540
+145
143
$535K 0.17%
6,311
-484
144
$525K 0.17%
53,295
+545
145
$522K 0.17%
3,385
-850
146
$521K 0.17%
29,876
+275
147
$515K 0.17%
13,255
+20
148
$508K 0.16%
20,080
+3,900
149
$507K 0.16%
10,710
-44
150
$506K 0.16%
9,340
-600
4 5
6
7 8