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OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$697K
3
+$577K
4
NOW icon
ServiceNow
NOW
+$467K
5
ABBV icon
AbbVie
ABBV
+$466K

Top Sells

1
+$638K
2
+$531K
3
+$394K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$393K
5
TMO icon
Thermo Fisher Scientific
TMO
+$385K

Sector Composition

1 Technology 23.44%
2 Healthcare 11.4%
3 Financials 9.82%
4 Consumer Discretionary 7.87%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$26K 0.01%
1,882
552
$26K 0.01%
550
553
$26K 0.01%
2,500
-1,000
554
$26K 0.01%
+750
555
$26K 0.01%
1,157
556
$26K 0.01%
200
557
$26K 0.01%
1,965
-375
558
$26K 0.01%
2,020
+300
559
$26K 0.01%
400
560
$25K 0.01%
500
561
$25K 0.01%
932
562
$25K 0.01%
300
563
$25K 0.01%
3,500
-3,000
564
$25K 0.01%
1,770
565
$25K 0.01%
800
566
$25K 0.01%
1,293
567
$24K 0.01%
1,035
568
$24K 0.01%
1,000
569
$24K 0.01%
864
570
$24K 0.01%
240
+40
571
$24K 0.01%
400
-66
572
$24K 0.01%
2,200
+600
573
$24K 0.01%
2,200
574
$24K 0.01%
500
575
$24K 0.01%
+4,000
21 22
23
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