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
$259M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$913K
3
+$913K
4
GE icon
GE Aerospace
GE
+$734K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$711K

Top Sells

1
+$1.15M
2
+$697K
3
+$673K
4
AVGO icon
Broadcom
AVGO
+$405K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$392K

Sector Composition

1 Healthcare 15.21%
2 Financials 13.09%
3 Technology 11.77%
4 Consumer Discretionary 8.29%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$493K 0.19%
28,850
152
$492K 0.19%
11,436
+2,511
153
$482K 0.19%
3,787
+457
154
$481K 0.19%
32,004
+2,520
155
$481K 0.19%
5,950
+850
156
$480K 0.19%
10,280
-2,540
157
$479K 0.19%
6,224
-805
158
$478K 0.18%
9,595
-2,675
159
$461K 0.18%
9,200
+2,350
160
$461K 0.18%
4,254
+203
161
$458K 0.18%
22,810
162
$457K 0.18%
13,428
-699
163
$456K 0.18%
27,150
+15,950
164
$455K 0.18%
5,262
-450
165
$454K 0.18%
11,928
166
$453K 0.18%
+31,305
167
$452K 0.17%
9,785
-1,850
168
$439K 0.17%
7,280
+201
169
$436K 0.17%
10,225
+500
170
$435K 0.17%
6,248
-750
171
$433K 0.17%
22,608
-375
172
$427K 0.17%
3,392
-359
173
$423K 0.16%
2,265
-42
174
$422K 0.16%
60,000
175
$421K 0.16%
17,560
5 6
7
8 9