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
401
$91K 0.03%
1,000
402
$91K 0.03%
355
+15
403
$91K 0.03%
1,665
404
$90K 0.03%
2,787
-406
405
$90K 0.03%
1,000
406
$90K 0.03%
2,536
407
$88K 0.03%
2,600
408
$88K 0.03%
567
409
$87K 0.03%
618
-29
410
$87K 0.03%
1,134
411
$86K 0.03%
1,105
+2
412
$85K 0.03%
1,140
413
$84K 0.03%
750
414
$84K 0.03%
3,900
-1,700
415
$82K 0.03%
280
+240
416
$81K 0.03%
5,700
-2,400
417
$80K 0.03%
+1,000
418
$80K 0.03%
725
+604
419
$79K 0.02%
600
-600
420
$79K 0.02%
252
+16
421
$78K 0.02%
275
-200
422
$77K 0.02%
325
423
$77K 0.02%
9,400
+1,400
424
$77K 0.02%
700
425
$76K 0.02%
+2,650
15 16
17
18 19