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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$198K 0.08%
+1,485
202
$196K 0.08%
+11,200
203
$191K 0.08%
+5,556
204
$189K 0.08%
+4,596
205
$188K 0.08%
+36,650
206
$188K 0.08%
+15,525
207
$188K 0.08%
+7,950
208
$186K 0.08%
+3,836
209
$186K 0.08%
+1,403
210
$186K 0.08%
+2,355
211
$185K 0.08%
+2,897
212
$184K 0.08%
+854
213
$183K 0.08%
+5,005
214
$183K 0.08%
+2,100
215
$182K 0.07%
+4,090
216
$181K 0.07%
+1,700
217
$179K 0.07%
+5,353
218
$179K 0.07%
+7,250
219
$178K 0.07%
+3,850
220
$174K 0.07%
+6,515
221
$172K 0.07%
+3,200
222
$172K 0.07%
+170
223
$172K 0.07%
+1,607
224
$169K 0.07%
+4,200
225
$167K 0.07%
+3,202
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