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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$368K 0.15%
+3,375
152
$367K 0.15%
+5,085
153
$356K 0.15%
+16,435
154
$355K 0.15%
+4,450
155
$352K 0.14%
+7,119
156
$348K 0.14%
+5,067
157
$341K 0.14%
+6,407
158
$337K 0.14%
+6,400
159
$336K 0.14%
+18,200
160
$335K 0.14%
+6,630
161
$332K 0.14%
+6,200
162
$325K 0.13%
+2,885
163
$323K 0.13%
+19,537
164
$319K 0.13%
+8,400
165
$316K 0.13%
+6,275
166
$315K 0.13%
+3,194
167
$315K 0.13%
+32,350
168
$311K 0.13%
+5,525
169
$305K 0.13%
+4,325
170
$302K 0.12%
+13,852
171
$300K 0.12%
+5,510
172
$300K 0.12%
+9,390
173
$292K 0.12%
+5,760
174
$287K 0.12%
+4,725
175
$284K 0.12%
+5,215
5 6
7
8 9