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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$219K 0.1%
3,325
-200
177
$219K 0.1%
7,568
-1,000
178
$216K 0.1%
1,725
179
$216K 0.1%
10,257
180
$214K 0.1%
5,100
181
$213K 0.1%
16,000
182
$211K 0.09%
3,000
+700
183
$204K 0.09%
+1,187
184
$203K 0.09%
13,300
+4,000
185
$199K 0.09%
3,000
186
$194K 0.09%
1,700
187
$194K 0.09%
3,220
188
$189K 0.09%
7,100
+800
189
$188K 0.08%
4,573
-724
190
$185K 0.08%
1,567
191
$183K 0.08%
8,100
+214
192
$181K 0.08%
7,285
-1,500
193
$180K 0.08%
4,300
+1,700
194
$180K 0.08%
1,650
195
$179K 0.08%
175
196
$177K 0.08%
5,670
197
$174K 0.08%
701
-100
198
$174K 0.08%
7,350
+110
199
$174K 0.08%
8,300
200
$174K 0.08%
1,629
6 7
8
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