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
601
$30K 0.01%
+1,000
602
$30K 0.01%
+2,000
603
$30K 0.01%
1,835
604
$30K 0.01%
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$29K 0.01%
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606
$29K 0.01%
560
607
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608
$29K 0.01%
6,000
609
$29K 0.01%
100
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610
$28K 0.01%
462
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611
$28K 0.01%
400
612
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600
613
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614
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616
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617
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$27K 0.01%
600
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623
$26K 0.01%
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624
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625
$25K 0.01%
500
23 24
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26 27