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
176
$278K 0.11%
+19,472
177
$268K 0.11%
+7,100
178
$261K 0.11%
+3,856
179
$255K 0.1%
+3,487
180
$250K 0.1%
+925
181
$245K 0.1%
+4,850
182
$241K 0.1%
+1,000
183
$241K 0.1%
+5,021
184
$240K 0.1%
+2,652
185
$238K 0.1%
+7,355
186
$229K 0.09%
+8,900
187
$227K 0.09%
+2,511
188
$227K 0.09%
+6,507
189
$226K 0.09%
+6,035
190
$226K 0.09%
+2,833
191
$223K 0.09%
+2,420
192
$221K 0.09%
+6,700
193
$221K 0.09%
+7,575
194
$217K 0.09%
+2,031
195
$216K 0.09%
+6,275
196
$215K 0.09%
+1,178
197
$213K 0.09%
+4,459
198
$205K 0.08%
+4,972
199
$204K 0.08%
+8,235
200
$203K 0.08%
+3,913
6 7
8
9 10