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
$254M
AUM Growth
-$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.41M
3
+$1.26M
4
WHR icon
Whirlpool
WHR
+$1.18M
5
UNH icon
UnitedHealth
UNH
+$1.15M

Top Sells

1
+$1.18M
2
+$845K
3
+$741K
4
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$729K
5
MBLY
Mobileye N.V.
MBLY
+$541K

Sector Composition

1 Healthcare 14.31%
2 Financials 12.62%
3 Technology 10.92%
4 Consumer Discretionary 8.71%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.73M 3.44%
73,464
-1,076
2
$8.41M 3.31%
308,564
-15,656
3
$8.05M 3.17%
87,641
-5,446
4
$6.72M 2.64%
32,691
-5,721
5
$5.13M 2.02%
62,785
-2,209
6
$4.62M 1.82%
35,810
+8,885
7
$4.3M 1.69%
67,319
-2,220
8
$4.25M 1.67%
143,625
+14,017
9
$4.19M 1.65%
235,350
10
$3.47M 1.36%
22,761
+4,954
11
$3.41M 1.34%
105,467
-1,534
12
$3.16M 1.24%
38,697
-1,126
13
$3.08M 1.21%
27,425
-150
14
$3.05M 1.2%
32,320
-990
15
$3M 1.18%
19,044
-2,044
16
$2.92M 1.15%
51,035
-71
17
$2.42M 0.95%
65,655
-1,500
18
$2.42M 0.95%
40,803
-120
19
$2.4M 0.94%
44,398
+5,404
20
$2.39M 0.94%
83,899
-14,265
21
$2.35M 0.93%
37,340
-2,817
22
$2.31M 0.91%
41,892
-2,601
23
$2.29M 0.9%
153,228
+96,707
24
$2.15M 0.85%
18,863
-1,500
25
$2.13M 0.84%
34,868
-955
1
2 3 4 5