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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$702K
3
+$392K
4
SO icon
Southern Company
SO
+$273K
5
DOW icon
Dow Inc
DOW
+$241K

Top Sells

1
+$657K
2
+$403K
3
+$371K
4
AAPL icon
Apple
AAPL
+$366K
5
MA icon
Mastercard
MA
+$325K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$328K 0.11%
15,425
-2,100
202
$327K 0.11%
5,961
-2,854
203
$325K 0.11%
5,971
-251
204
$320K 0.1%
3,710
+1,000
205
$320K 0.1%
27,192
206
$313K 0.1%
6,504
+11
207
$311K 0.1%
7,625
208
$311K 0.1%
6,432
209
$310K 0.1%
5,800
+800
210
$309K 0.1%
14,575
-2,100
211
$299K 0.1%
3,085
+16
212
$294K 0.1%
2,925
213
$289K 0.09%
1,500
214
$289K 0.09%
4,730
215
$283K 0.09%
3,660
216
$279K 0.09%
22,500
+6,000
217
$275K 0.09%
975
-300
218
$274K 0.09%
2,675
219
$274K 0.09%
59,800
+8,600
220
$273K 0.09%
12,000
221
$273K 0.09%
2,325
+1,275
222
$272K 0.09%
12,500
-6,000
223
$270K 0.09%
711
-100
224
$270K 0.09%
1,575
225
$265K 0.09%
17,327
+4
7 8
9
10 11