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
$342M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1
+$502K
2
+$388K
3
+$384K
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$304K
5
ZM icon
Zoom
ZM
+$276K

Top Sells

1
+$822K
2
+$609K
3
+$525K
4
VZ icon
Verizon
VZ
+$453K
5
LRCX icon
Lam Research
LRCX
+$436K

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
451
$62K 0.02%
+825
452
$62K 0.02%
+1,000
453
$62K 0.02%
1,128
454
$62K 0.02%
300
455
$62K 0.02%
700
456
$61K 0.02%
+3,600
457
$61K 0.02%
1,217
458
$61K 0.02%
900
459
$60K 0.02%
+500
460
$60K 0.02%
1,200
461
$60K 0.02%
1,200
-630
462
$60K 0.02%
3,000
463
$60K 0.02%
700
464
$59K 0.02%
1,036
465
$59K 0.02%
2,299
-1,310
466
$59K 0.02%
275
467
$58K 0.02%
1,243
-316
468
$58K 0.02%
1,007
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469
$58K 0.02%
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470
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1,000
471
$58K 0.02%
870
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472
$57K 0.02%
2,215
473
$57K 0.02%
4,500
474
$56K 0.02%
+800
475
$56K 0.02%
1,750
17 18
19
20 21