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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$397K 0.15%
6,447
+40
152
$391K 0.15%
5,070
153
$387K 0.15%
13,470
-1,025
154
$386K 0.15%
6,874
-100
155
$385K 0.14%
13,852
156
$379K 0.14%
18,500
-400
157
$365K 0.14%
22,957
+3,420
158
$365K 0.14%
14,084
+3,611
159
$364K 0.14%
4,390
160
$360K 0.14%
3,000
161
$360K 0.14%
6,200
162
$359K 0.13%
9,200
+1,700
163
$359K 0.13%
6,270
+354
164
$358K 0.13%
32,384
-2,500
165
$356K 0.13%
8,955
+1,100
166
$354K 0.13%
3,175
-200
167
$353K 0.13%
6,400
168
$349K 0.13%
10,280
-3,850
169
$330K 0.12%
2,945
+150
170
$329K 0.12%
4,450
171
$326K 0.12%
6,653
+1,300
172
$324K 0.12%
19,472
173
$324K 0.12%
4,935
174
$319K 0.12%
32,615
+265
175
$314K 0.12%
3,856
-396
5 6
7
8 9