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
$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
376
$112K 0.03%
+2,850
377
$110K 0.03%
4,000
378
$110K 0.03%
1,800
+1,500
379
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1,993
+52
380
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371
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381
$110K 0.03%
+880
382
$110K 0.03%
2,500
+600
383
$107K 0.03%
607
384
$106K 0.03%
329
-26
385
$106K 0.03%
2,220
386
$106K 0.03%
5,592
+300
387
$105K 0.03%
15,500
-28,786
388
$103K 0.03%
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389
$102K 0.03%
3,000
390
$101K 0.03%
285
391
$100K 0.03%
3,300
392
$100K 0.03%
1,168
393
$98K 0.03%
3,650
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394
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2,030
395
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950
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396
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2,600
397
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380
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398
$94K 0.03%
2,254
-330
399
$94K 0.03%
2,253
400
$93K 0.03%
2,144
14 15
16
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