Asset Manager
← All Institutions
OPTIMUM INVESTMENT ADVISORS
Market Value
$0
-100.0%
Holdings
595
-18
New Purchases
0
Added To
0
Closed
595
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 65 | $0 | 0% |
| Large Cap | 321 | $0 | 0% |
| Mid Cap | 117 | $0 | 0% |
| Small Cap | 72 | $0 | 0% |
| Micro Cap | 20 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$130.7B
Median Market Cap
$24.5B
Avg P/E
31.8
Median P/E
23.1
Avg Dividend Yield
0.03%
Avg Beta
1.04
# Stocks
407
# ETFs / Funds
188
Top Holdings (595 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ED | —% | — | — | — | -$50K | -500 | -100.0% | SOLD |
| 2 | ABT | —% | — | — | — | -$352K | -2,625 | -100.0% | SOLD |
| 3 | T | —% | — | — | — | -$735K | -26,019 | -100.0% | SOLD |
| 4 | YUM | —% | — | — | — | -$768K | -5,055 | -100.0% | SOLD |
| 5 | BDX | —% | — | — | — | -$8K | -42 | -100.0% | SOLD |
| 6 | NVT | —% | — | — | — | -$67K | -680 | -100.0% | SOLD |
| 7 | ALB | —% | — | — | — | -$10K | -125 | -100.0% | SOLD |
| 8 | ACN | —% | — | — | — | -$179K | -725 | -100.0% | SOLD |
| 9 | GLW | —% | — | — | — | -$148K | -1,800 | -100.0% | SOLD |
| 10 | CB | —% | — | — | — | -$867K | -3,070 | -100.0% | SOLD |
| 11 | DIS | —% | — | — | — | -$899K | -7,848 | -100.0% | SOLD |
| 12 | CVX | —% | — | — | — | -$620K | -3,992 | -100.0% | SOLD |
| 13 | DNOW | —% | — | — | — | -$122 | -8 | -100.0% | SOLD |
| 14 | LYB | —% | — | — | — | -$123K | -2,500 | -100.0% | SOLD |
| 15 | ALL | —% | — | — | — | -$645K | -3,007 | -100.0% | SOLD |
| 16 | UBER | —% | — | — | — | -$614K | -6,265 | -100.0% | SOLD |
| 17 | CVS | —% | — | — | — | -$174K | -2,302 | -100.0% | SOLD |
| 18 | NOW | —% | — | — | — | -$322K | -350 | -100.0% | SOLD |
| 19 | BMY | —% | — | — | — | -$649K | -14,401 | -100.0% | SOLD |
| 20 | XOM | —% | — | — | — | -$890K | -7,894 | -100.0% | SOLD |
| 21 | BBVA | —% | — | — | — | -$3M | -137,603 | -100.0% | SOLD |
| 22 | NEE | —% | — | — | — | -$211K | -2,800 | -100.0% | SOLD |
| 23 | PSX | —% | — | — | — | -$141K | -1,038 | -100.0% | SOLD |
| 24 | IVZ | —% | — | — | — | -$37K | -1,600 | -100.0% | SOLD |
| 25 | NTR | —% | — | — | — | -$65K | -1,115 | -100.0% | SOLD |
| 26 | ADC | —% | — | — | — | -$11K | -150 | -100.0% | SOLD |
| 27 | D | —% | — | — | — | -$506K | -8,275 | -100.0% | SOLD |
| 28 | DLR | —% | — | — | — | -$156K | -900 | -100.0% | SOLD |
| 29 | MAIN | —% | — | — | — | -$32K | -500 | -100.0% | SOLD |
| 30 | HPI | —% | — | — | — | -$27K | -1,560 | -100.0% | SOLD |
| 31 | TEVA | —% | — | — | — | -$358K | -17,715 | -100.0% | SOLD |
| 32 | KEYS | —% | — | — | — | -$140K | -800 | -100.0% | SOLD |
| 33 | APD | —% | — | — | — | -$103K | -377 | -100.0% | SOLD |
| 34 | ZBH | —% | — | — | — | -$54K | -550 | -100.0% | SOLD |
| 35 | REXR | —% | — | — | — | -$6K | -150 | -100.0% | SOLD |
| 36 | AON | —% | — | — | — | -$357K | -1,000 | -100.0% | SOLD |
| 37 | CARR | —% | — | — | — | -$272K | -4,550 | -100.0% | SOLD |
| 38 | 21P.F | —% | — | — | — | -$12 | -2 | -100.0% | SOLD |
| 39 | PDI | —% | — | — | — | -$368K | -18,600 | -100.0% | SOLD |
| 40 | ANET | —% | — | — | — | -$267K | -1,830 | -100.0% | SOLD |
| 41 | GE | —% | — | — | — | -$286K | -950 | -100.0% | SOLD |
| 42 | THQ | —% | — | — | — | -$17K | -1,000 | -100.0% | SOLD |
| 43 | B | —% | — | — | — | -$33K | -1,000 | -100.0% | SOLD |
| 44 | ABR | —% | — | — | — | -$27K | -2,200 | -100.0% | SOLD |
| 45 | BIPC | —% | — | — | — | -$5K | -124 | -100.0% | SOLD |
| 46 | ICE | —% | — | — | — | -$990K | -5,874 | -100.0% | SOLD |
| 47 | TWLO | —% | — | — | — | -$59K | -585 | -100.0% | SOLD |
| 48 | AFL | —% | — | — | — | -$380K | -3,400 | -100.0% | SOLD |
| 49 | THO | —% | — | — | — | -$21K | -200 | -100.0% | SOLD |
| 50 | STAG | —% | — | — | — | -$350K | -9,918 | -100.0% | SOLD |
| 51 | DSL | —% | — | — | — | -$36K | -2,910 | -100.0% | SOLD |
| 52 | FCPT | —% | — | — | — | -$24K | -1,001 | -100.0% | SOLD |
| 53 | CRK | —% | — | — | — | -$20K | -1,000 | -100.0% | SOLD |
| 54 | LPG | —% | — | — | — | -$15K | -500 | -100.0% | SOLD |
| 55 | MS | —% | — | — | — | -$127K | -800 | -100.0% | SOLD |
| 56 | HIMS | —% | — | — | — | -$91K | -1,600 | -100.0% | SOLD |
| 57 | HUBB | —% | — | — | — | -$380K | -884 | -100.0% | SOLD |
| 58 | DEA | —% | — | — | — | -$6K | -280 | -100.0% | SOLD |
| 59 | OTIS | —% | — | — | — | -$201K | -2,198 | -100.0% | SOLD |
| 60 | ASB | —% | — | — | — | -$48K | -1,882 | -100.0% | SOLD |
| 61 | GS | —% | — | — | — | -$2M | -2,445 | -100.0% | SOLD |
| 62 | HD | —% | — | — | — | -$618K | -1,525 | -100.0% | SOLD |
| 63 | ET | —% | — | — | — | -$60K | -3,500 | -100.0% | SOLD |
| 64 | SQM | —% | — | — | — | -$21K | -500 | -100.0% | SOLD |
| 65 | ABBV | —% | — | — | — | -$3M | -13,277 | -100.0% | SOLD |
| 66 | DHR | —% | — | — | — | -$674K | -3,400 | -100.0% | SOLD |
| 67 | ALLY | —% | — | — | — | -$12K | -300 | -100.0% | SOLD |
| 68 | CL | —% | — | — | — | -$20K | -250 | -100.0% | SOLD |
| 69 | CRM | —% | — | — | — | -$118K | -500 | -100.0% | SOLD |
| 70 | CAH | —% | — | — | — | -$78K | -500 | -100.0% | SOLD |
| 71 | CMC | —% | — | — | — | -$9K | -150 | -100.0% | SOLD |
| 72 | EQR | —% | — | — | — | -$129K | -2,000 | -100.0% | SOLD |
| 73 | DRI | —% | — | — | — | -$453K | -2,380 | -100.0% | SOLD |
| 74 | DLY | —% | — | — | — | -$115K | -7,636 | -100.0% | SOLD |
| 75 | BLK | —% | — | — | — | -$12K | -10 | -100.0% | SOLD |
| 76 | MFC | —% | — | — | — | -$10K | -312 | -100.0% | SOLD |
| 77 | DNP | —% | — | — | — | -$5K | -500 | -100.0% | SOLD |
| 78 | EXG | —% | — | — | — | -$60K | -6,552 | -100.0% | SOLD |
| 79 | SPG | —% | — | — | — | -$497K | -2,649 | -100.0% | SOLD |
| 80 | BTI | —% | — | — | — | -$64K | -1,202 | -100.0% | SOLD |
| 81 | PDO | —% | — | — | — | -$226K | -16,000 | -100.0% | SOLD |
| 82 | NOV | —% | — | — | — | -$451 | -34 | -100.0% | SOLD |
| 83 | FTV | —% | — | — | — | -$24K | -500 | -100.0% | SOLD |
| 84 | MO | —% | — | — | — | -$507K | -7,676 | -100.0% | SOLD |
| 85 | J | —% | — | — | — | -$75K | -501 | -100.0% | SOLD |
| 86 | VMI | —% | — | — | — | -$97K | -251 | -100.0% | SOLD |
| 87 | SRE | —% | — | — | — | -$34K | -380 | -100.0% | SOLD |
| 88 | AYI | —% | — | — | — | -$17K | -50 | -100.0% | SOLD |
| 89 | HAL | —% | — | — | — | -$37K | -1,500 | -100.0% | SOLD |
| 90 | STWD | —% | — | — | — | -$4K | -200 | -100.0% | SOLD |
| 91 | WMB | —% | — | — | — | -$177K | -2,792 | -100.0% | SOLD |
| 92 | KO | —% | — | — | — | -$99K | -1,499 | -100.0% | SOLD |
| 93 | VZ | —% | — | — | — | -$236K | -5,375 | -100.0% | SOLD |
| 94 | FLNG | —% | — | — | — | -$50K | -2,000 | -100.0% | SOLD |
| 95 | LOW | —% | — | — | — | -$108K | -431 | -100.0% | SOLD |
| 96 | NKE | —% | — | — | — | -$553K | -7,927 | -100.0% | SOLD |
| 97 | UPS | —% | — | — | — | -$920K | -11,009 | -100.0% | SOLD |
| 98 | LUV | —% | — | — | — | -$30K | -950 | -100.0% | SOLD |
| 99 | LDOS | —% | — | — | — | -$44K | -234 | -100.0% | SOLD |
| 100 | VLTO | —% | — | — | — | -$121K | -1,132 | -100.0% | SOLD |
Options Breakdown
0 Calls
$0 Call Value
1 Puts
$0 Put Value
Top Puts
| Symbol | Shares | Value | Status |
|---|---|---|---|
| UPS | — | $0 | SOLD |