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
551
$39K 0.01%
864
552
$39K 0.01%
5,000
+4,000
553
$39K 0.01%
450
554
$39K 0.01%
80
555
$39K 0.01%
1,311
556
$38K 0.01%
500
557
$38K 0.01%
242
+1
558
$37K 0.01%
400
559
$37K 0.01%
300
560
$37K 0.01%
700
561
$37K 0.01%
+300
562
$37K 0.01%
1,000
563
$37K 0.01%
775
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564
$37K 0.01%
3,752
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565
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566
$36K 0.01%
4,000
567
$36K 0.01%
276
568
$36K 0.01%
550
569
$35K 0.01%
4,000
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570
$35K 0.01%
600
571
$35K 0.01%
5,148
572
$35K 0.01%
402
573
$35K 0.01%
75
574
$35K 0.01%
+850
575
$34K 0.01%
183
+100
21 22
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