OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
-7.81%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$248M
AUM Growth
–
Cap. Flow
+$248M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.49%
Holding
273
New
273
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Gilead Sciences
GILD
|
$9.35M |
| 2 |
Apple
AAPL
|
$9.05M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$8.78M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$7.56M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$5.82M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 14.9% |
| 2 | Financials | 13.55% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 9.06% |
| 5 | Industrials | 6.77% |
