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
276
$184K 0.05%
1,094
-200
277
$182K 0.05%
900
278
$180K 0.05%
5,548
+5,048
279
$177K 0.05%
2,900
280
$176K 0.05%
1,800
281
$175K 0.05%
18,831
+76
282
$175K 0.05%
1,614
+3
283
$175K 0.05%
5,231
284
$173K 0.05%
6,975
-258
285
$172K 0.05%
1,925
+325
286
$171K 0.05%
4,247
+1,297
287
$170K 0.05%
1,150
288
$169K 0.05%
740
+100
289
$169K 0.05%
743
+490
290
$167K 0.05%
1,971
-454
291
$167K 0.05%
13,615
292
$165K 0.05%
884
293
$165K 0.05%
547
294
$163K 0.05%
5,079
-5,000
295
$162K 0.05%
1,500
296
$162K 0.05%
3,300
+88
297
$161K 0.05%
2,300
298
$159K 0.05%
1,240
299
$159K 0.05%
1,860
-600
300
$159K 0.05%
9,831
10 11
12
13 14