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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
$287M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$697K
3
+$577K
4
NOW icon
ServiceNow
NOW
+$467K
5
ABBV icon
AbbVie
ABBV
+$466K

Top Sells

1
+$638K
2
+$531K
3
+$394K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$393K
5
TMO icon
Thermo Fisher Scientific
TMO
+$385K

Sector Composition

1 Technology 23.44%
2 Healthcare 11.4%
3 Financials 9.82%
4 Consumer Discretionary 7.87%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$17K 0.01%
282
627
$17K 0.01%
500
628
$17K 0.01%
242
629
$17K 0.01%
300
630
$17K 0.01%
500
631
$17K 0.01%
800
632
$17K 0.01%
100
633
$17K 0.01%
1,065
634
$17K 0.01%
283
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635
$16K 0.01%
500
636
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300
637
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110
638
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600
639
$16K 0.01%
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640
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641
$16K 0.01%
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642
$16K 0.01%
248
643
$15K 0.01%
290
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294
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$15K 0.01%
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648
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500
649
$14K ﹤0.01%
133
650
$14K ﹤0.01%
200
24 25
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