OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
-$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.41M
3
+$1.26M
4
WHR icon
Whirlpool
WHR
+$1.18M
5
UNH icon
UnitedHealth
UNH
+$1.15M

Top Sells

1
+$1.18M
2
+$845K
3
+$741K
4
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$729K
5
MBLY
Mobileye N.V.
MBLY
+$541K

Sector Composition

1 Healthcare 14.31%
2 Financials 12.62%
3 Technology 10.92%
4 Consumer Discretionary 8.71%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$471K 0.19%
4,962
-300
152
$468K 0.18%
6,113
-1,185
153
$466K 0.18%
9,580
-500
154
$461K 0.18%
31,305
155
$455K 0.18%
+9,037
156
$446K 0.18%
46,500
-4,400
157
$444K 0.17%
9,536
-5,593
158
$439K 0.17%
+28,420
159
$438K 0.17%
15,870
+400
160
$432K 0.17%
+12,850
161
$431K 0.17%
6,271
-3,980
162
$426K 0.17%
2,707
-35
163
$425K 0.17%
31,410
+21
164
$423K 0.17%
5,290
+13
165
$421K 0.17%
24,195
-2,955
166
$419K 0.16%
25,110
+2,300
167
$419K 0.16%
25,158
168
$417K 0.16%
17,100
-460
169
$413K 0.16%
2,190
-75
170
$408K 0.16%
2,930
-462
171
$406K 0.16%
9,899
+2,295
172
$402K 0.16%
9,200
173
$402K 0.16%
7,025
-2,570
174
$397K 0.16%
39,400
+2,000
175
$396K 0.16%
3,614
-640
5 6
7
8 9