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
551
$41K 0.01%
1,400
-500
552
$41K 0.01%
3,000
553
$40K 0.01%
339
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554
$40K 0.01%
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555
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141
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556
$39K 0.01%
809
557
$39K 0.01%
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558
$39K 0.01%
2,440
559
$39K 0.01%
720
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560
$39K 0.01%
5,148
-2,520
561
$38K 0.01%
3,300
-1,000
562
$38K 0.01%
+8,000
563
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564
$38K 0.01%
500
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565
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700
566
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390
567
$38K 0.01%
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568
$38K 0.01%
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$38K 0.01%
925
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571
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700
572
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1,067
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$36K 0.01%
2,000
574
$36K 0.01%
800
575
$36K 0.01%
484
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