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
276
$199K 0.06%
1,440
277
$199K 0.06%
2,000
278
$198K 0.06%
4,769
+144
279
$197K 0.06%
3,383
-517
280
$195K 0.06%
2,600
281
$195K 0.06%
15,192
-5,088
282
$195K 0.06%
1,518
+18
283
$195K 0.06%
7,890
284
$192K 0.06%
1,600
+300
285
$191K 0.06%
3,177
+107
286
$189K 0.06%
3,000
287
$189K 0.06%
8,867
+5,000
288
$189K 0.06%
+6,060
289
$186K 0.06%
5,904
290
$185K 0.05%
1,188
291
$181K 0.05%
5,906
292
$180K 0.05%
7,800
293
$180K 0.05%
1,175
-345
294
$179K 0.05%
3,400
295
$179K 0.05%
2,100
296
$179K 0.05%
1,550
+850
297
$179K 0.05%
3,220
298
$178K 0.05%
2,771
-1,531
299
$176K 0.05%
2,093
-782
300
$175K 0.05%
3,776
-318
10 11
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