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
426
$72K 0.02%
1,168
427
$72K 0.02%
1,200
428
$72K 0.02%
425
429
$71K 0.02%
692
430
$71K 0.02%
1,664
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431
$70K 0.02%
295
432
$70K 0.02%
236
433
$69K 0.02%
700
434
$69K 0.02%
+1,150
435
$69K 0.02%
8,000
+2,000
436
$68K 0.02%
750
437
$68K 0.02%
5,800
438
$68K 0.02%
3,500
439
$68K 0.02%
6,041
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440
$66K 0.02%
350
441
$66K 0.02%
1,500
-710
442
$65K 0.02%
591
443
$65K 0.02%
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444
$65K 0.02%
647
445
$64K 0.02%
450
446
$64K 0.02%
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447
$63K 0.02%
2,112
-1,544
448
$63K 0.02%
+2,000
449
$63K 0.02%
950
-550
450
$63K 0.02%
3,575
-1,400
16 17
18
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