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
251
$231K 0.07%
2,442
252
$230K 0.07%
2,000
253
$228K 0.07%
5,425
+600
254
$228K 0.07%
16,385
-446
255
$227K 0.07%
2,800
256
$221K 0.07%
1,475
257
$220K 0.07%
2,369
-119
258
$217K 0.06%
2,975
-150
259
$215K 0.06%
1,613
-200
260
$213K 0.06%
905
261
$212K 0.06%
2,800
+400
262
$210K 0.06%
11,250
263
$208K 0.06%
5,500
264
$207K 0.06%
1,401
265
$206K 0.06%
4,675
+3,675
266
$206K 0.06%
1,007
+200
267
$205K 0.06%
4,650
+2,988
268
$205K 0.06%
3,520
269
$205K 0.06%
53,991
+36,000
270
$205K 0.06%
1,925
271
$203K 0.06%
11,088
272
$203K 0.06%
995
+787
273
$201K 0.06%
5,336
-250
274
$201K 0.06%
1,350
+1,050
275
$199K 0.06%
4,082
9 10
11
12 13