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
451
$72K 0.02%
1,410
-853
452
$72K 0.02%
1,188
-100
453
$72K 0.02%
850
-105
454
$71K 0.02%
330
455
$71K 0.02%
1,200
456
$71K 0.02%
1,600
457
$70K 0.02%
+3,900
458
$70K 0.02%
1,527
+2
459
$69K 0.02%
21,459
460
$69K 0.02%
1,000
461
$69K 0.02%
365
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462
$69K 0.02%
600
463
$69K 0.02%
426
-26
464
$68K 0.02%
1,650
465
$68K 0.02%
4,000
466
$66K 0.02%
1,171
+16
467
$66K 0.02%
700
468
$66K 0.02%
1,046
469
$65K 0.02%
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470
$64K 0.02%
1,800
471
$64K 0.02%
1,479
472
$64K 0.02%
700
+500
473
$63K 0.02%
750
474
$63K 0.02%
1,750
475
$63K 0.02%
1,000
17 18
19
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