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
176
$383K 0.12%
3,100
177
$377K 0.12%
91,840
+41,240
178
$376K 0.12%
2,970
179
$374K 0.12%
49,856
-373
180
$373K 0.12%
2,021
+5
181
$364K 0.12%
4,855
-5,380
182
$363K 0.12%
2,418
183
$360K 0.12%
4,425
-110
184
$359K 0.12%
2,800
185
$357K 0.12%
4,300
-100
186
$354K 0.11%
3,505
+15
187
$353K 0.11%
19,674
+2,914
188
$348K 0.11%
7,068
+1,344
189
$347K 0.11%
3,005
+4
190
$346K 0.11%
16,175
+300
191
$343K 0.11%
5,862
+14
192
$341K 0.11%
3,685
-740
193
$340K 0.11%
1,235
+172
194
$340K 0.11%
2,966
195
$337K 0.11%
100
196
$336K 0.11%
10,679
197
$335K 0.11%
2,710
-95
198
$335K 0.11%
2,490
199
$335K 0.11%
13,260
200
$334K 0.11%
1,675
6 7
8
9 10