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
426
$76K 0.02%
21,459
427
$74K 0.02%
2,200
428
$74K 0.02%
341
429
$73K 0.02%
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430
$73K 0.02%
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431
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1,200
432
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1,000
433
$72K 0.02%
1,200
434
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1,125
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435
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436
$71K 0.02%
5,800
437
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438
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439
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440
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300
441
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442
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443
$68K 0.02%
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444
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445
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446
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900
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450
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450
$66K 0.02%
3,575
16 17
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