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
351
$112K 0.03%
2,190
352
$110K 0.03%
1,050
353
$109K 0.03%
590
-125
354
$107K 0.03%
525
355
$107K 0.03%
4,180
-100
356
$106K 0.03%
2,593
-1,091
357
$106K 0.03%
808
+137
358
$106K 0.03%
4,272
-376
359
$106K 0.03%
2,742
+1,642
360
$106K 0.03%
1,000
361
$106K 0.03%
540
362
$105K 0.03%
2,253
363
$105K 0.03%
5,356
364
$105K 0.03%
2,706
+150
365
$103K 0.03%
1,520
-820
366
$103K 0.03%
1,336
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367
$102K 0.03%
1,894
368
$102K 0.03%
505
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369
$102K 0.03%
300
370
$101K 0.03%
1,544
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371
$101K 0.03%
1,238
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372
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1,200
+1,075
373
$98K 0.03%
351
374
$98K 0.03%
2,004
375
$98K 0.03%
1,522
+1,142
13 14
15
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