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
$259M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$913K
3
+$913K
4
GE icon
GE Aerospace
GE
+$734K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$711K

Top Sells

1
+$1.15M
2
+$697K
3
+$673K
4
AVGO icon
Broadcom
AVGO
+$405K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$392K

Sector Composition

1 Healthcare 15.21%
2 Financials 13.09%
3 Technology 11.77%
4 Consumer Discretionary 8.29%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$418K 0.16%
5,797
-1,100
177
$416K 0.16%
+12,985
178
$415K 0.16%
15,470
+1,600
179
$410K 0.16%
+6,800
180
$406K 0.16%
3,669
+517
181
$406K 0.16%
15,622
+122
182
$403K 0.16%
4,331
183
$398K 0.15%
8,312
+1,689
184
$394K 0.15%
25,158
185
$392K 0.15%
+3,087
186
$391K 0.15%
2,448
187
$388K 0.15%
5,277
+320
188
$383K 0.15%
37,400
-400
189
$378K 0.15%
7,450
+500
190
$371K 0.14%
12,604
-5,500
191
$368K 0.14%
8,889
192
$361K 0.14%
5,005
193
$359K 0.14%
4,400
194
$359K 0.14%
+3,445
195
$353K 0.14%
3,153
196
$345K 0.13%
6,174
197
$340K 0.13%
2,400
-185
198
$338K 0.13%
1,102
+52
199
$329K 0.13%
2,058
-760
200
$326K 0.13%
2,708
6 7
8
9 10