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
576
$36K 0.01%
1,003
+3
577
$36K 0.01%
250
-40
578
$35K 0.01%
465
+65
579
$35K 0.01%
1,691
580
$35K 0.01%
600
581
$35K 0.01%
1,774
-826
582
$35K 0.01%
1,200
583
$35K 0.01%
656
584
$35K 0.01%
150
585
$35K 0.01%
+230
586
$34K 0.01%
400
587
$34K 0.01%
1,035
-150
588
$34K 0.01%
120
589
$34K 0.01%
2,152
590
$34K 0.01%
400
591
$34K 0.01%
510
+4
592
$33K 0.01%
550
593
$33K 0.01%
322
-122
594
$33K 0.01%
1,600
595
$33K 0.01%
6,100
+100
596
$32K 0.01%
+425
597
$32K 0.01%
394
598
$31K 0.01%
1,000
599
$31K 0.01%
541
600
$31K 0.01%
320
22 23
24
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