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
526
$44K 0.01%
876
527
$44K 0.01%
1,210
528
$43K 0.01%
+1,000
529
$43K 0.01%
6,500
530
$43K 0.01%
+300
531
$43K 0.01%
500
532
$43K 0.01%
150
533
$43K 0.01%
4,400
534
$42K 0.01%
400
-54
535
$42K 0.01%
3,600
536
$41K 0.01%
1,720
537
$41K 0.01%
3,500
538
$41K 0.01%
1,055
539
$41K 0.01%
+900
540
$41K 0.01%
900
541
$40K 0.01%
+6,000
542
$40K 0.01%
1,882
543
$40K 0.01%
500
-250
544
$40K 0.01%
120
545
$40K 0.01%
2,072
+400
546
$40K 0.01%
320
547
$40K 0.01%
900
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548
$40K 0.01%
1,014
+507
549
$39K 0.01%
120
-180
550
$39K 0.01%
3,000
20 21
22
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