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
151
$500K 0.16%
89,949
152
$497K 0.16%
7,600
-200
153
$496K 0.16%
9,610
154
$493K 0.16%
19,113
-14,391
155
$489K 0.16%
10,000
156
$479K 0.16%
11,476
-378
157
$473K 0.15%
5,105
158
$467K 0.15%
10,873
-2,967
159
$453K 0.15%
8,899
160
$446K 0.14%
9,430
161
$438K 0.14%
5,008
162
$437K 0.14%
12,776
-4,534
163
$435K 0.14%
4,060
-38
164
$427K 0.14%
20,099
+39
165
$414K 0.13%
3,794
+184
166
$411K 0.13%
1,500
-50
167
$410K 0.13%
8,000
+1,292
168
$408K 0.13%
9,303
+2
169
$407K 0.13%
17,550
+2,500
170
$407K 0.13%
13,000
171
$405K 0.13%
2,390
+525
172
$396K 0.13%
7,807
-38
173
$391K 0.13%
6,900
174
$387K 0.13%
20,400
+700
175
$385K 0.12%
46,472
+5,971
5 6
7
8 9