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

Top Buys

1
+$500K
2
+$430K
3
+$382K
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$290K
5
GD icon
General Dynamics
GD
+$282K

Top Sells

1
+$783K
2
+$694K
3
+$515K
4
LRCX icon
Lam Research
LRCX
+$476K
5
VZ icon
Verizon
VZ
+$466K

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
676
$19K 0.01%
100
677
$19K 0.01%
+200
678
$18K 0.01%
100
679
$18K 0.01%
400
680
$18K 0.01%
1,100
681
$18K 0.01%
300
682
$18K 0.01%
+1,000
683
$18K 0.01%
2,400
684
$18K 0.01%
65
685
$18K 0.01%
+1,000
686
$18K 0.01%
400
687
$18K 0.01%
700
688
$18K 0.01%
500
689
$17K 0.01%
133
690
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691
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282
692
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693
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694
$17K 0.01%
+120
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$17K 0.01%
500
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696
$17K 0.01%
200
697
$17K 0.01%
800
-1,000
698
$16K ﹤0.01%
2,684
699
$16K ﹤0.01%
250
700
$16K ﹤0.01%
1,025
26 27
28
29 30