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
301
$175K 0.05%
9,500
+2,811
302
$173K 0.05%
+2,920
303
$173K 0.05%
4,350
+4,200
304
$172K 0.05%
2,643
-465
305
$170K 0.05%
861
+615
306
$169K 0.05%
1,533
307
$165K 0.05%
3,065
-892
308
$162K 0.05%
1,900
309
$161K 0.05%
9,831
310
$160K 0.05%
2,713
-366
311
$160K 0.05%
1,500
+300
312
$160K 0.05%
1,500
313
$157K 0.05%
620
-100
314
$156K 0.05%
4,850
+2,750
315
$154K 0.05%
1,626
316
$153K 0.05%
1,114
-84
317
$152K 0.05%
1,300
318
$151K 0.04%
5,200
-300
319
$151K 0.04%
3,800
320
$150K 0.04%
3,639
-436
321
$150K 0.04%
4,255
-260
322
$150K 0.04%
1,305
+250
323
$148K 0.04%
15,893
+1,021
324
$146K 0.04%
883
325
$144K 0.04%
3,100
-500
11 12
13
14 15