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
$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
426
$82K 0.02%
700
427
$82K 0.02%
567
428
$80K 0.02%
350
429
$80K 0.02%
841
430
$80K 0.02%
1,050
431
$78K 0.02%
1,944
+21
432
$77K 0.02%
500
433
$77K 0.02%
2,250
434
$77K 0.02%
+1,000
435
$77K 0.02%
1,554
436
$76K 0.02%
2,692
437
$76K 0.02%
6,800
438
$76K 0.02%
1,452
439
$76K 0.02%
800
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440
$75K 0.02%
1,602
-1,043
441
$75K 0.02%
+500
442
$74K 0.02%
880
443
$74K 0.02%
1,520
-1,616
444
$74K 0.02%
1,813
-250
445
$74K 0.02%
5,000
446
$74K 0.02%
2,768
+112
447
$73K 0.02%
6,700
448
$73K 0.02%
2,500
-1,200
449
$73K 0.02%
8,000
450
$72K 0.02%
270
16 17
18
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