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
$195M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$138K
3
+$124K
4
ANET icon
Arista Networks
ANET
+$120K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$114K

Top Sells

1
+$472K
2
+$393K
3
+$359K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$298K
5
APH icon
Amphenol
APH
+$191K

Sector Composition

1 Technology 22.3%
2 Healthcare 9.85%
3 Financials 8.53%
4 Industrials 8.42%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$210K 0.11%
2,778
+2
177
$209K 0.11%
1,650
178
$207K 0.11%
3,000
179
$200K 0.1%
1,946
180
$196K 0.1%
1,850
181
$194K 0.1%
2,600
182
$193K 0.1%
1,525
183
$193K 0.1%
8,730
+396
184
$190K 0.1%
16,000
+8,000
185
$188K 0.1%
2,301
+1
186
$187K 0.1%
5,553
+3
187
$186K 0.1%
1,826
+3
188
$185K 0.09%
1,850
189
$185K 0.09%
4,400
-4,558
190
$184K 0.09%
8,050
191
$176K 0.09%
1,090
+265
192
$175K 0.09%
7,327
193
$173K 0.09%
3,050
194
$172K 0.09%
3,220
195
$170K 0.09%
1,567
-838
196
$170K 0.09%
6,692
197
$167K 0.09%
1,450
198
$164K 0.08%
840
199
$162K 0.08%
801
200
$160K 0.08%
5,670
6 7
8
9 10