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
$302M
AUM Growth
-$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$236K
3
+$230K
4
MO icon
Altria Group
MO
+$225K
5
MS icon
Morgan Stanley
MS
+$207K

Top Sells

1
+$686K
2
+$622K
3
+$585K
4
VV icon
Vanguard Large-Cap ETF
VV
+$508K
5
GILD icon
Gilead Sciences
GILD
+$286K

Sector Composition

1 Financials 12.64%
2 Healthcare 11.8%
3 Technology 11.52%
4 Industrials 8.5%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$282K 0.09%
9,774
+60
202
$281K 0.09%
6,309
-372
203
$281K 0.09%
31,775
-1,000
204
$279K 0.09%
2,823
205
$274K 0.09%
3,353
+20
206
$271K 0.09%
825
207
$270K 0.09%
6,800
-150
208
$270K 0.09%
6,175
+334
209
$268K 0.09%
12,340
210
$266K 0.09%
6,250
-450
211
$265K 0.09%
2,100
212
$262K 0.09%
4,725
213
$260K 0.09%
16,056
214
$259K 0.09%
34,650
-200
215
$258K 0.09%
2,514
+1
216
$256K 0.08%
3,200
+100
217
$256K 0.08%
5,210
218
$253K 0.08%
20,900
-2,700
219
$248K 0.08%
10,638
220
$246K 0.08%
1,491
+50
221
$246K 0.08%
15,270
222
$245K 0.08%
6,405
-100
223
$245K 0.08%
3,074
224
$240K 0.08%
4,400
225
$240K 0.08%
5,753
+3,575
7 8
9
10 11