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
$342M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1
+$500K
2
+$430K
3
+$382K
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$290K
5
GD icon
General Dynamics
GD
+$282K

Top Sells

1
+$783K
2
+$694K
3
+$515K
4
LRCX icon
Lam Research
LRCX
+$476K
5
VZ icon
Verizon
VZ
+$466K

Sector Composition

1 Technology 23.46%
2 Financials 10.92%
3 Healthcare 10.31%
4 Consumer Discretionary 9.22%
5 Communication Services 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$252K 0.07%
2,000
227
$251K 0.07%
3,923
-488
228
$246K 0.07%
2,823
-284
229
$245K 0.07%
15,192
230
$240K 0.07%
7,128
231
$239K 0.07%
825
232
$239K 0.07%
7,530
233
$237K 0.07%
+14,900
234
$237K 0.07%
3,757
-698
235
$235K 0.07%
10,806
-2,067
236
$234K 0.07%
1,700
237
$231K 0.07%
4,374
-235
238
$230K 0.07%
1,000
239
$230K 0.07%
9,458
240
$229K 0.07%
2,506
+806
241
$228K 0.07%
+6,589
242
$227K 0.07%
3,976
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243
$226K 0.07%
+11,100
244
$226K 0.07%
1,025
245
$225K 0.07%
18,000
-600
246
$225K 0.07%
3,700
247
$219K 0.06%
1,022
248
$218K 0.06%
4,256
+2,429
249
$218K 0.06%
5,450
250
$217K 0.06%
1,999
8 9
10
11 12