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
$259M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$913K
3
+$913K
4
GE icon
GE Aerospace
GE
+$734K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$711K

Top Sells

1
+$1.15M
2
+$697K
3
+$673K
4
AVGO icon
Broadcom
AVGO
+$405K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$392K

Sector Composition

1 Healthcare 15.21%
2 Financials 13.09%
3 Technology 11.77%
4 Consumer Discretionary 8.29%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.42M 3.64%
93,087
-2,164
2
$8.53M 3.3%
324,220
-4,080
3
$8.5M 3.29%
74,540
-1,078
4
$7.83M 3.03%
38,412
-1,034
5
$5.24M 2.03%
64,994
-4,871
6
$4.78M 1.85%
69,539
+306
7
$4.11M 1.59%
235,350
-500
8
$3.69M 1.43%
107,001
+398
9
$3.41M 1.32%
21,088
+406
10
$3.37M 1.3%
129,608
+15,453
11
$3.24M 1.25%
33,310
+375
12
$3.17M 1.23%
26,925
+1,103
13
$3.03M 1.17%
51,106
+1,476
14
$2.99M 1.16%
39,823
-494
15
$2.98M 1.15%
27,575
-644
16
$2.7M 1.05%
40,923
+1,185
17
$2.67M 1.03%
98,164
+3,573
18
$2.66M 1.03%
17,807
+4,920
19
$2.47M 0.95%
44,493
+5,170
20
$2.43M 0.94%
40,157
-80
21
$2.32M 0.9%
45,200
-400
22
$2.3M 0.89%
67,155
-1,725
23
$2.22M 0.86%
52,087
+600
24
$2.13M 0.82%
20,363
+8,728
25
$2.1M 0.81%
35,823
-638
1
2 3 4 5