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
176
$313K 0.12%
4,785
177
$310K 0.12%
6,700
178
$310K 0.12%
4,725
179
$310K 0.12%
2,816
-108
180
$308K 0.12%
9,390
181
$306K 0.12%
1,000
182
$304K 0.11%
4,325
183
$293K 0.11%
2,771
-119
184
$292K 0.11%
6,200
+2,000
185
$291K 0.11%
2,420
186
$290K 0.11%
3,806
187
$288K 0.11%
6,935
+900
188
$288K 0.11%
3,480
189
$287K 0.11%
25,300
-2,212
190
$286K 0.11%
6,865
+4,640
191
$284K 0.11%
4,095
192
$279K 0.1%
4,762
-400
193
$277K 0.1%
5,491
+2,900
194
$277K 0.1%
29
-1
195
$273K 0.1%
7,100
196
$266K 0.1%
+4,475
197
$259K 0.1%
825
198
$254K 0.1%
1,703
+300
199
$252K 0.09%
10,138
-1,237
200
$249K 0.09%
7,007
-2,000
6 7
8
9 10