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
501
$55K 0.02%
656
-81
502
$55K 0.02%
325
503
$55K 0.02%
732
504
$54K 0.02%
449
+300
505
$54K 0.02%
750
506
$53K 0.02%
318
507
$53K 0.02%
585
-75
508
$53K 0.02%
692
509
$52K 0.02%
245
+9
510
$52K 0.02%
3,968
511
$52K 0.02%
600
512
$51K 0.02%
403
-549
513
$51K 0.02%
1,210
-300
514
$51K 0.02%
1,000
515
$51K 0.02%
2,340
516
$50K 0.01%
1,000
517
$50K 0.01%
2,200
518
$50K 0.01%
1,571
-100
519
$49K 0.01%
1,720
520
$49K 0.01%
255
521
$49K 0.01%
942
522
$49K 0.01%
1,040
-130
523
$48K 0.01%
445
524
$48K 0.01%
1,800
525
$47K 0.01%
1,000
19 20
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