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
476
$63K 0.02%
2,481
+20
477
$62K 0.02%
650
478
$62K 0.02%
700
479
$62K 0.02%
2,800
480
$61K 0.02%
1,217
481
$61K 0.02%
2,000
482
$60K 0.02%
4,500
483
$60K 0.02%
872
484
$60K 0.02%
1,025
485
$60K 0.02%
1,065
486
$59K 0.02%
1,006
487
$59K 0.02%
+500
488
$58K 0.02%
9,000
489
$58K 0.02%
450
490
$58K 0.02%
550
491
$58K 0.02%
1,004
-600
492
$58K 0.02%
1,971
+14
493
$58K 0.02%
1,222
494
$56K 0.02%
576
495
$56K 0.02%
1,120
496
$56K 0.02%
362
497
$56K 0.02%
+150
498
$56K 0.02%
850
499
$55K 0.02%
4,500
500
$55K 0.02%
3,000
18 19
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