OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$347K
3
+$238K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$237K
5
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$178K

Top Sells

1
+$4.09M
2
+$2.5M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$1.57M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.19M

Sector Composition

1 Technology 23.09%
2 Financials 10.84%
3 Healthcare 9.92%
4 Consumer Discretionary 8.57%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$116K 0.04%
4,440
+168
352
$116K 0.04%
475
-268
353
$115K 0.04%
1,223
-5
354
$115K 0.04%
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355
$114K 0.04%
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356
$114K 0.04%
640
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357
$113K 0.04%
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358
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2,900
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359
$112K 0.03%
525
360
$112K 0.03%
2,228
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361
$111K 0.03%
2,593
362
$110K 0.03%
1,520
363
$110K 0.03%
600
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364
$110K 0.03%
827
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365
$110K 0.03%
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366
$110K 0.03%
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367
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368
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369
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370
$104K 0.03%
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371
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373
$103K 0.03%
3,606
+1,494
374
$102K 0.03%
6,250
375
$102K 0.03%
3,980
-200
13 14
15
16 17