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
576
$4.12K ﹤0.01%
173
-65
577
$4.07K ﹤0.01%
+200
578
$3.92K ﹤0.01%
+200
579
$3.76K ﹤0.01%
+200
580
$3.64K ﹤0.01%
25
581
$3.61K ﹤0.01%
+80
582
$3.44K ﹤0.01%
50
583
$3.4K ﹤0.01%
89
+1
584
$3.39K ﹤0.01%
240
585
$3.28K ﹤0.01%
50
586
$3.06K ﹤0.01%
120
587
$3.02K ﹤0.01%
2
588
$3K ﹤0.01%
101
589
$2.92K ﹤0.01%
20,000
590
$2.88K ﹤0.01%
982
-3,100
591
$2.59K ﹤0.01%
138
-30
592
$2.58K ﹤0.01%
150
593
$2.48K ﹤0.01%
65
594
$2.34K ﹤0.01%
56
595
$2.28K ﹤0.01%
52
596
$2.25K ﹤0.01%
500
597
$2.23K ﹤0.01%
25
598
$2.06K ﹤0.01%
55
599
$2.03K ﹤0.01%
120
600
$2.01K ﹤0.01%
1,000
22 23
24
25 26