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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
$218M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$478K
3
+$312K
4
CCI icon
Crown Castle
CCI
+$287K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$220K

Top Sells

1
+$490K
2
+$411K
3
+$287K
4
AFL icon
Aflac
AFL
+$262K
5
CSCO icon
Cisco
CSCO
+$158K

Sector Composition

1 Technology 25.31%
2 Healthcare 8.92%
3 Industrials 8.48%
4 Financials 8.4%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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