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
$223M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$279K
3
+$211K
4
GEV icon
GE Vernova
GEV
+$204K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$185K

Top Sells

1
+$715K
2
+$316K
3
+$309K
4
ADBE icon
Adobe
ADBE
+$258K
5
DHR icon
Danaher
DHR
+$225K

Sector Composition

1 Technology 27.99%
2 Healthcare 8.4%
3 Industrials 7.93%
4 Financials 7.78%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$172K 0.08%
1,000
-150
202
$172K 0.08%
1,450
203
$170K 0.08%
2,400
204
$168K 0.08%
3,280
205
$168K 0.08%
13,900
206
$167K 0.07%
1,722
-100
207
$164K 0.07%
1,384
-105
208
$164K 0.07%
3,374
209
$162K 0.07%
1,156
+150
210
$162K 0.07%
250
211
$157K 0.07%
1,600
212
$155K 0.07%
1,300
213
$151K 0.07%
2,650
-400
214
$148K 0.07%
750
-275
215
$147K 0.07%
2,813
-150
216
$143K 0.06%
11,427
-1,500
217
$142K 0.06%
540
218
$141K 0.06%
938
219
$139K 0.06%
2,000
220
$139K 0.06%
4,300
-1,250
221
$137K 0.06%
900
222
$136K 0.06%
3,966
+9
223
$135K 0.06%
850
-215
224
$135K 0.06%
500
225
$134K 0.06%
2,050
7 8
9
10 11