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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$249K 0.09%
2,100
202
$248K 0.09%
4,740
203
$248K 0.09%
8,677
204
$246K 0.09%
2,678
205
$234K 0.09%
6,540
-65
206
$230K 0.09%
3,074
-221
207
$229K 0.09%
11,200
208
$227K 0.09%
6,075
-482
209
$226K 0.08%
8,235
210
$223K 0.08%
2,523
211
$223K 0.08%
3,850
+100
212
$219K 0.08%
5,556
213
$216K 0.08%
1,078
214
$214K 0.08%
3,055
215
$213K 0.08%
16,056
+3,600
216
$213K 0.08%
15,270
-255
217
$210K 0.08%
3,132
+235
218
$209K 0.08%
3,200
219
$209K 0.08%
7,880
+1,200
220
$204K 0.08%
4,652
-16,391
221
$203K 0.08%
170
222
$200K 0.08%
7,750
223
$199K 0.07%
4,396
-63
224
$198K 0.07%
1,485
225
$195K 0.07%
7,596
7 8
9
10 11