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
476
$56K 0.02%
250
477
$56K 0.02%
950
478
$56K 0.02%
1,750
479
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+300
480
$55K 0.02%
720
481
$55K 0.02%
847
+226
482
$54K 0.02%
1,070
-1,180
483
$54K 0.02%
700
+50
484
$54K 0.02%
+150
485
$54K 0.02%
348
+2
486
$53K 0.02%
3,000
487
$53K 0.02%
165
488
$53K 0.02%
168
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489
$53K 0.02%
450
490
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+2,000
491
$53K 0.02%
550
492
$53K 0.02%
475
493
$53K 0.02%
626
494
$52K 0.02%
1,000
495
$52K 0.02%
7,262
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496
$52K 0.02%
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300
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498
$52K 0.02%
1,000
499
$51K 0.01%
1,313
500
$51K 0.01%
1,200
18 19
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