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
401
$86K 0.03%
1,140
-1,005
402
$85K 0.02%
1,000
-492
403
$85K 0.02%
2,750
404
$85K 0.02%
1,200
405
$85K 0.02%
2,600
406
$84K 0.02%
1,665
407
$84K 0.02%
650
408
$83K 0.02%
1,103
+1
409
$82K 0.02%
1,040
-500
410
$82K 0.02%
750
411
$81K 0.02%
500
412
$81K 0.02%
340
413
$80K 0.02%
1,626
414
$80K 0.02%
10,500
415
$79K 0.02%
325
-25
416
$78K 0.02%
+20,000
417
$78K 0.02%
1,425
+425
418
$77K 0.02%
420
+120
419
$77K 0.02%
700
-100
420
$76K 0.02%
2,148
+2
421
$75K 0.02%
341
422
$74K 0.02%
880
423
$73K 0.02%
21,459
424
$73K 0.02%
600
425
$73K 0.02%
600
15 16
17
18 19