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
326
$143K 0.04%
5,640
+5
327
$143K 0.04%
2,200
328
$140K 0.04%
5,950
329
$139K 0.04%
6,951
+399
330
$139K 0.04%
3,600
331
$139K 0.04%
6,587
+28
332
$139K 0.04%
1,440
333
$139K 0.04%
2,181
334
$139K 0.04%
20,261
335
$138K 0.04%
2,194
-200
336
$138K 0.04%
4,200
337
$138K 0.04%
10,200
338
$137K 0.04%
2,469
-138
339
$137K 0.04%
1,800
340
$136K 0.04%
1,325
-50
341
$134K 0.04%
389
+75
342
$134K 0.04%
1,593
-66
343
$134K 0.04%
5,700
-1,500
344
$133K 0.04%
1,704
+204
345
$133K 0.04%
4,459
+15
346
$132K 0.04%
850
347
$131K 0.04%
884
348
$130K 0.04%
596
+150
349
$130K 0.04%
2,351
350
$130K 0.04%
1,203
+1,003
12 13
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15 16