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
$218M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$524K
3
+$327K
4
CCI icon
Crown Castle
CCI
+$279K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$221K

Top Sells

1
+$441K
2
+$388K
3
+$275K
4
FLNG icon
FLEX LNG
FLNG
+$267K
5
CSCO icon
Cisco
CSCO
+$158K

Sector Composition

1 Technology 25.31%
2 Healthcare 8.92%
3 Industrials 8.47%
4 Financials 8.4%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$6.35K ﹤0.01%
40
552
$6.35K ﹤0.01%
360
553
$6.22K ﹤0.01%
1,000
554
$6.15K ﹤0.01%
+3,000
555
$6K ﹤0.01%
202
556
$6K ﹤0.01%
+200
557
$5.9K ﹤0.01%
350
558
$5.88K ﹤0.01%
60
559
$5.76K ﹤0.01%
148
560
$5.57K ﹤0.01%
500
561
$5.47K ﹤0.01%
750
562
$5.47K ﹤0.01%
+200
563
$5.44K ﹤0.01%
33
-10
564
$5.43K ﹤0.01%
108
565
$5.39K ﹤0.01%
270
566
$5.07K ﹤0.01%
190
567
$4.92K ﹤0.01%
250
568
$4.77K ﹤0.01%
1,000
569
$4.58K ﹤0.01%
80
570
$4.5K ﹤0.01%
2,000
571
$4.47K ﹤0.01%
124
572
$4.37K ﹤0.01%
+150
573
$4.22K ﹤0.01%
100
574
$4.19K ﹤0.01%
+300
575
$4.16K ﹤0.01%
100
21 22
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