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
$244M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.23M
3
+$7.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.14M
5
AAPL icon
Apple
AAPL
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.89%
2 Healthcare 11.47%
3 Technology 10.76%
4 Industrials 10.08%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.6M 3.12%
+66,946
2
$7.23M 2.97%
+115,021
3
$7.18M 2.94%
+78,382
4
$7.14M 2.93%
+42,524
5
$5.34M 2.19%
+313,488
6
$4.55M 1.87%
+242,077
7
$4.3M 1.76%
+92,958
8
$3.72M 1.52%
+78,925
9
$3.59M 1.47%
+108,350
10
$3.46M 1.42%
+28,495
11
$3.27M 1.34%
+63,661
12
$3.1M 1.27%
+45,690
13
$2.9M 1.19%
+43,089
14
$2.89M 1.19%
+78,987
15
$2.82M 1.16%
+24,455
16
$2.73M 1.12%
+33,518
17
$2.71M 1.11%
+40,260
18
$2.48M 1.02%
+37,443
19
$2.46M 1.01%
+31,698
20
$2.38M 0.98%
+28,602
21
$2.35M 0.97%
+100,463
22
$2.34M 0.96%
+33,935
23
$2.29M 0.94%
+100,054
24
$2.19M 0.9%
+88,794
25
$2.16M 0.88%
+46,040
1
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