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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$666K
3
+$553K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$385K
5
ARW icon
Arrow Electronics
ARW
+$266K

Top Sells

1
+$719K
2
+$327K
3
+$299K
4
NKE icon
Nike
NKE
+$284K
5
BMY icon
Bristol-Myers Squibb
BMY
+$231K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.93M 2.98%
42,411
-93
2
$7.73M 2.91%
66,126
3
$7.61M 2.86%
107,337
-2,275
4
$7.44M 2.8%
78,831
-486
5
$6.14M 2.31%
320,096
+7,840
6
$4.78M 1.8%
246,277
+4,200
7
$4.4M 1.65%
84,633
-4,450
8
$4.29M 1.61%
104,908
-1,420
9
$3.52M 1.32%
76,650
-1,925
10
$3.38M 1.27%
78,987
11
$3.35M 1.26%
42,484
-1,355
12
$3.34M 1.25%
28,084
+546
13
$3.3M 1.24%
30,680
-2,780
14
$3.29M 1.23%
60,642
-2,413
15
$3.28M 1.23%
44,633
-1,009
16
$3.01M 1.13%
41,014
-2,069
17
$2.97M 1.12%
32,719
-1,931
18
$2.86M 1.07%
28,793
-185
19
$2.85M 1.07%
30,368
-920
20
$2.81M 1.06%
109,057
+8,053
21
$2.7M 1.01%
77,770
+4,646
22
$2.7M 1.01%
36,107
-3,033
23
$2.68M 1.01%
24,007
-449
24
$2.62M 0.98%
105,586
+15,517
25
$2.33M 0.87%
38,340
-950
1
2 3 4 5