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
601
$1.92K ﹤0.01%
33
602
$1.82K ﹤0.01%
50
603
$1.81K ﹤0.01%
40
604
$1.65K ﹤0.01%
12
605
$1.59K ﹤0.01%
5
606
$1.47K ﹤0.01%
25
607
$1.45K ﹤0.01%
50
608
$1.43K ﹤0.01%
50
609
$1.43K ﹤0.01%
25
610
$1.25K ﹤0.01%
15
+8
611
$1.1K ﹤0.01%
50
612
$1.1K ﹤0.01%
26
613
$1.09K ﹤0.01%
25
614
$1.07K ﹤0.01%
60
615
$1K ﹤0.01%
46
616
$952 ﹤0.01%
200
617
$908 ﹤0.01%
20
-20
618
$907 ﹤0.01%
55
619
$820 ﹤0.01%
21
620
$810 ﹤0.01%
19
621
$664 ﹤0.01%
34
622
$633 ﹤0.01%
68
623
$615 ﹤0.01%
10
624
$596 ﹤0.01%
100
625
$555 ﹤0.01%
11
23 24
25
26 27