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
526
$47K 0.01%
400
527
$47K 0.01%
264
-120
528
$46K 0.01%
2,373
-209
529
$46K 0.01%
+1,900
530
$45K 0.01%
1,055
531
$44K 0.01%
3,000
532
$44K 0.01%
1,000
533
$44K 0.01%
500
+100
534
$44K 0.01%
1,000
535
$44K 0.01%
300
536
$44K 0.01%
213
-462
537
$44K 0.01%
788
538
$44K 0.01%
1,300
-1,750
539
$44K 0.01%
2,630
+1,500
540
$44K 0.01%
4,400
541
$43K 0.01%
800
542
$43K 0.01%
390
-100
543
$43K 0.01%
3,000
544
$42K 0.01%
2,300
545
$42K 0.01%
500
-147
546
$42K 0.01%
600
547
$42K 0.01%
300
548
$41K 0.01%
1,882
549
$41K 0.01%
286
-875
550
$41K 0.01%
1,210
-1,249
20 21
22
23 24