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
$337M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$556K
3
+$468K
4
T icon
AT&T
T
+$458K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$400K

Top Sells

1
+$2.87M
2
+$1.29M
3
+$584K
4
AAPL icon
Apple
AAPL
+$373K
5
LRCX icon
Lam Research
LRCX
+$351K

Sector Composition

1 Technology 18.19%
2 Financials 10.91%
3 Healthcare 10.35%
4 Industrials 7.48%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$279K 0.08%
37,500
+1,000
227
$273K 0.08%
4,986
+888
228
$272K 0.08%
1,239
+674
229
$271K 0.08%
1,300
+92
230
$270K 0.08%
7,842
231
$270K 0.08%
21,000
-1,500
232
$269K 0.08%
4,400
+200
233
$268K 0.08%
1,767
234
$266K 0.08%
5,451
235
$264K 0.08%
3,750
+800
236
$260K 0.08%
9,000
+800
237
$253K 0.08%
57,409
-4,000
238
$249K 0.07%
825
-156
239
$247K 0.07%
1,730
-250
240
$247K 0.07%
2,213
241
$245K 0.07%
12,360
242
$244K 0.07%
2,944
+450
243
$240K 0.07%
11,275
+5,950
244
$239K 0.07%
10,000
-350
245
$237K 0.07%
+11,050
246
$235K 0.07%
2,870
247
$234K 0.07%
2,059
248
$234K 0.07%
1,622
+1
249
$234K 0.07%
5,932
-360
250
$232K 0.07%
1,850
-300
8 9
10
11 12