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
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%
275
465
$59K 0.02%
2,299
-1,310
466
$59K 0.02%
1,036
467
$58K 0.02%
870
+100
468
$58K 0.02%
1,000
469
$58K 0.02%
+2,200
470
$58K 0.02%
1,007
+900
471
$58K 0.02%
1,243
-316
472
$57K 0.02%
4,500
473
$57K 0.02%
2,215
474
$56K 0.02%
+800
475
$56K 0.02%
2,070
17 18
19
20 21