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
26
$2.31M 0.69%
22,918
-650
27
$2.27M 0.67%
57,276
+600
28
$2.18M 0.65%
18,640
+678
29
$2.15M 0.64%
14,889
+79
30
$2.13M 0.63%
141,579
+15,511
31
$2.06M 0.61%
17,106
-1,150
32
$2.06M 0.61%
20,319
-100
33
$2.04M 0.61%
20,367
-876
34
$2M 0.59%
8,185
+879
35
$1.97M 0.58%
17,017
+84
36
$1.95M 0.58%
14,358
-903
37
$1.92M 0.57%
60,660
+2,110
38
$1.79M 0.53%
12,292
+200
39
$1.77M 0.53%
7,722
+216
40
$1.76M 0.52%
36,256
-944
41
$1.71M 0.51%
28,887
-1,150
42
$1.7M 0.5%
9,814
-20
43
$1.68M 0.5%
5,663
-81
44
$1.66M 0.49%
8,839
+101
45
$1.64M 0.49%
18,703
-1,410
46
$1.63M 0.48%
10,490
-400
47
$1.63M 0.48%
8,231
-50
48
$1.57M 0.47%
29,572
+150
49
$1.56M 0.46%
24,468
-800
50
$1.51M 0.45%
52,746
-2,219
1
2
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