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
$259M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$913K
3
+$913K
4
GE icon
GE Aerospace
GE
+$734K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$711K

Top Sells

1
+$1.15M
2
+$697K
3
+$673K
4
AVGO icon
Broadcom
AVGO
+$405K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$392K

Sector Composition

1 Healthcare 15.21%
2 Financials 13.09%
3 Technology 11.77%
4 Consumer Discretionary 8.29%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$326K 0.13%
7,523
-591
202
$321K 0.12%
46,000
203
$320K 0.12%
3,237
+635
204
$320K 0.12%
4,152
205
$315K 0.12%
9,079
+54
206
$312K 0.12%
11,875
-708
207
$309K 0.12%
3,208
+230
208
$302K 0.12%
3,868
+300
209
$297K 0.11%
+7,850
210
$291K 0.11%
3,795
-195
211
$290K 0.11%
6,350
212
$285K 0.11%
4,850
+647
213
$285K 0.11%
7,604
+160
214
$285K 0.11%
+5,725
215
$275K 0.11%
6,440
216
$273K 0.11%
6,367
217
$270K 0.1%
+5,100
218
$268K 0.1%
6,200
-5,900
219
$267K 0.1%
+2,335
220
$263K 0.1%
+6,681
221
$263K 0.1%
9,648
+52
222
$261K 0.1%
6,174
-1,096
223
$258K 0.1%
14,110
-4,300
224
$257K 0.1%
2,985
-75
225
$257K 0.1%
10,552
+422
7 8
9
10 11