OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
-$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.41M
3
+$1.26M
4
WHR icon
Whirlpool
WHR
+$1.18M
5
UNH icon
UnitedHealth
UNH
+$1.15M

Top Sells

1
+$1.18M
2
+$845K
3
+$741K
4
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$729K
5
MBLY
Mobileye N.V.
MBLY
+$541K

Sector Composition

1 Healthcare 14.31%
2 Financials 12.62%
3 Technology 10.92%
4 Consumer Discretionary 8.71%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$306K 0.12%
7,736
202
$301K 0.12%
10,604
-2,000
203
$301K 0.12%
20,000
-2,608
204
$293K 0.12%
11,723
-6,698
205
$291K 0.11%
6,125
+400
206
$287K 0.11%
1,102
207
$287K 0.11%
2,448
208
$287K 0.11%
+6,450
209
$286K 0.11%
3,285
+300
210
$282K 0.11%
12,734
211
$281K 0.11%
3,170
212
$279K 0.11%
6,919
-3,361
213
$275K 0.11%
5,100
214
$267K 0.11%
3,395
-400
215
$267K 0.11%
+35
216
$262K 0.1%
5,525
+700
217
$259K 0.1%
25,350
+2,000
218
$256K 0.1%
5,568
+420
219
$247K 0.1%
3,806
-346
220
$243K 0.1%
12,660
221
$242K 0.1%
17,000
222
$240K 0.09%
4,205
-100
223
$240K 0.09%
2,300
-450
224
$239K 0.09%
+2,075
225
$239K 0.09%
6,970
-404
7 8
9
10 11