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
401
$92K 0.03%
1,870
402
$92K 0.03%
669
-224
403
$91K 0.03%
1,956
-195
404
$91K 0.03%
6,500
405
$91K 0.03%
5,000
406
$91K 0.03%
1,294
407
$90K 0.03%
3,250
-100
408
$88K 0.03%
3,215
409
$88K 0.03%
1,134
410
$88K 0.03%
2,185
-1,692
411
$87K 0.03%
2,938
-1,213
412
$87K 0.03%
6,745
413
$87K 0.03%
3,556
-397
414
$87K 0.03%
3,169
415
$86K 0.03%
750
-44
416
$86K 0.03%
2,750
417
$85K 0.03%
750
418
$85K 0.03%
675
-100
419
$85K 0.03%
650
420
$85K 0.03%
500
421
$84K 0.02%
+2,500
422
$83K 0.02%
1,458
+4
423
$83K 0.02%
2,100
424
$83K 0.02%
4,375
+575
425
$82K 0.02%
2,330
15 16
17
18 19