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
301
$156K 0.05%
1,000
-200
302
$156K 0.05%
1,410
+250
303
$155K 0.05%
5,200
-2,200
304
$155K 0.05%
1,100
305
$154K 0.05%
1,200
306
$154K 0.05%
5,726
+410
307
$153K 0.04%
3,600
308
$153K 0.04%
2,389
-529
309
$153K 0.04%
2,351
310
$153K 0.04%
2,550
+500
311
$152K 0.04%
762
312
$152K 0.04%
1,000
313
$152K 0.04%
4,625
314
$151K 0.04%
900
+300
315
$149K 0.04%
1,100
316
$148K 0.04%
1,067
317
$147K 0.04%
100
318
$145K 0.04%
816
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319
$144K 0.04%
593
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320
$143K 0.04%
1,000
321
$142K 0.04%
7,360
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322
$140K 0.04%
3,600
323
$140K 0.04%
2,500
324
$139K 0.04%
1,525
+925
325
$136K 0.04%
3,476
+400
11 12
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