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
501
$51K 0.01%
250
-550
502
$51K 0.01%
752
-300
503
$51K 0.01%
600
504
$50K 0.01%
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505
$50K 0.01%
300
506
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1,000
507
$49K 0.01%
35
508
$48K 0.01%
208
509
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1,000
510
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2,200
+400
511
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2,700
-300
512
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513
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514
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517
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650
518
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519
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521
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522
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518
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150
525
$45K 0.01%
+700
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