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
$342M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1
+$502K
2
+$388K
3
+$384K
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$304K
5
ZM icon
Zoom
ZM
+$276K

Top Sells

1
+$822K
2
+$609K
3
+$525K
4
VZ icon
Verizon
VZ
+$453K
5
LRCX icon
Lam Research
LRCX
+$436K

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
626
$25K 0.01%
500
627
$25K 0.01%
280
628
$25K 0.01%
215
629
$25K 0.01%
500
-200
630
$25K 0.01%
500
631
$25K 0.01%
150
632
$25K 0.01%
380
-600
633
$25K 0.01%
1,759
-2,117
634
$24K 0.01%
2,000
635
$24K 0.01%
425
636
$24K 0.01%
1,200
-2,300
637
$24K 0.01%
800
638
$24K 0.01%
133
639
$24K 0.01%
500
640
$24K 0.01%
500
641
$23K 0.01%
1,700
-500
642
$23K 0.01%
+1,000
643
$23K 0.01%
500
644
$23K 0.01%
1,000
645
$22K 0.01%
1,000
646
$22K 0.01%
200
647
$22K 0.01%
100
-50
648
$22K 0.01%
257
649
$22K 0.01%
+911
650
$22K 0.01%
100
24 25
26
27 28