OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
This Quarter Return
+13.05%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$230M
AUM Growth
+$230M
(+8.4%)
Cap. Flow
-$2.07M
Cap. Flow
% of AUM
-0.9%
Top 10 Holdings %
Top 10 Hldgs %
36.03%
Holding
648
New
11
Increased
75
Reduced
129
Closed
35
Top Buys
| 1 |
Uber
UBER
|
$509K |
| 2 |
Dominion Energy
D
|
$225K |
| 3 |
Vanguard Information Technology ETF
VGT
|
$144K |
| 4 |
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
|
$124K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$121K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$555K |
| 2 |
NVIDIA
NVDA
|
$273K |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$195K |
| 4 |
Nova
NVMI
|
$165K |
| 5 |
Apple
AAPL
|
$124K |
Sector Composition
| 1 | Technology | 27.41% |
| 2 | Financials | 9.17% |
| 3 | Industrials | 8.34% |
| 4 | Communication Services | 6.42% |
| 5 | Healthcare | 6.04% |
