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
376
$98K 0.03%
6,250
377
$98K 0.03%
1,520
378
$96K 0.03%
257
379
$96K 0.03%
2,200
-250
380
$92K 0.03%
425
381
$92K 0.03%
1,000
382
$92K 0.03%
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383
$92K 0.03%
330
384
$91K 0.03%
2,561
+15
385
$91K 0.03%
1,479
386
$91K 0.03%
2,521
-2,117
387
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1,228
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388
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950
389
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-69
390
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1,230
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392
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393
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394
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395
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396
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397
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398
$87K 0.03%
2,536
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399
$87K 0.03%
1,200
400
$86K 0.03%
1,650
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16
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