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
$195M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$451K
2
+$138K
3
+$124K
4
ANET icon
Arista Networks
ANET
+$120K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$114K

Top Sells

1
+$472K
2
+$393K
3
+$359K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$298K
5
APH icon
Amphenol
APH
+$191K

Sector Composition

1 Technology 22.29%
2 Healthcare 9.85%
3 Financials 8.53%
4 Industrials 8.42%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3.5K ﹤0.01%
32
627
$3.5K ﹤0.01%
100
628
$3.44K ﹤0.01%
198
-56
629
$3.4K ﹤0.01%
9
630
$3.38K ﹤0.01%
42
631
$3.35K ﹤0.01%
1,000
632
$3.34K ﹤0.01%
20,000
633
$3.23K ﹤0.01%
50
634
$3.19K ﹤0.01%
+82
635
$3.12K ﹤0.01%
50
-2
636
$3.08K ﹤0.01%
3,000
637
$2.94K ﹤0.01%
75
638
$2.91K ﹤0.01%
100
639
$2.8K ﹤0.01%
17
640
$2.66K ﹤0.01%
25
641
$2.57K ﹤0.01%
101
-36
642
$2.45K ﹤0.01%
240
643
$2.27K ﹤0.01%
25
644
$2.12K ﹤0.01%
25
645
$2.1K ﹤0.01%
56
646
$2.05K ﹤0.01%
120
647
$1.99K ﹤0.01%
50
648
$1.87K ﹤0.01%
101
649
$1.87K ﹤0.01%
25
650
$1.86K ﹤0.01%
100
24 25
26
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