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
351
$129K 0.04%
3,000
352
$128K 0.04%
3,343
353
$127K 0.04%
4,004
354
$127K 0.04%
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355
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356
$125K 0.04%
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357
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358
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8,000
359
$123K 0.04%
2,563
360
$123K 0.04%
1,105
361
$121K 0.04%
3,200
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362
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3,698
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363
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364
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1,000
365
$120K 0.04%
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366
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367
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368
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455
369
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+6,600
370
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2,207
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371
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372
$118K 0.04%
620
+30
373
$117K 0.03%
547
-95
374
$112K 0.03%
1,236
375
$112K 0.03%
2,605
+1,000
13 14
15
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