OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$556K
3
+$468K
4
T icon
AT&T
T
+$458K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$400K

Top Sells

1
+$2.87M
2
+$1.29M
3
+$584K
4
AAPL icon
Apple
AAPL
+$373K
5
LRCX icon
Lam Research
LRCX
+$351K

Sector Composition

1 Technology 18.19%
2 Financials 10.91%
3 Healthcare 10.35%
4 Industrials 7.48%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$20K 0.01%
+150
677
$19K 0.01%
500
-165
678
$19K 0.01%
+12,000
679
$19K 0.01%
400
680
$19K 0.01%
240
681
$19K 0.01%
+1,525
682
$19K 0.01%
+200
683
$18K 0.01%
+3,000
684
$18K 0.01%
1,770
+1,410
685
$18K 0.01%
1,300
686
$18K 0.01%
283
687
$18K 0.01%
654
-185
688
$18K 0.01%
300
+245
689
$18K 0.01%
282
690
$18K 0.01%
1,500
691
$18K 0.01%
200
692
$18K 0.01%
300
693
$18K 0.01%
800
694
$18K 0.01%
300
695
$17K 0.01%
133
696
$17K 0.01%
400
697
$17K 0.01%
1,000
698
$17K 0.01%
113
-30
699
$17K 0.01%
300
700
$17K 0.01%
100
26 27
28
29 30