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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
$291M
AUM Growth
-$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$886K
3
+$761K
4
NBB icon
Nuveen Taxable Municipal Income Fund
NBB
+$364K
5
BP icon
BP
BP
+$242K

Top Sells

1
+$3.74M
2
+$2.79M
3
+$1.45M
4
CCL icon
Carnival Corporation Ltd
CCL
+$924K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$784K

Sector Composition

1 Technology 14.5%
2 Financials 11.74%
3 Healthcare 11.45%
4 Industrials 7.4%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$23K 0.01%
398
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627
$23K 0.01%
209
628
$23K 0.01%
400
629
$23K 0.01%
1,013
630
$23K 0.01%
650
631
$23K 0.01%
1,216
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632
$23K 0.01%
422
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633
$23K 0.01%
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829
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635
$23K 0.01%
390
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636
$22K 0.01%
1,500
637
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638
$22K 0.01%
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639
$22K 0.01%
800
640
$22K 0.01%
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233
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643
$21K 0.01%
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$21K 0.01%
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645
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463
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400
647
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200
648
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427
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649
$20K 0.01%
450
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650
$20K 0.01%
500
24 25
26
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