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
701
$17K 0.01%
305
702
$17K 0.01%
1,740
-100
703
$16K ﹤0.01%
500
704
$16K ﹤0.01%
215
705
$16K ﹤0.01%
450
706
$16K ﹤0.01%
1,025
707
$16K ﹤0.01%
1,000
-225
708
$16K ﹤0.01%
65
709
$16K ﹤0.01%
280
-216
710
$16K ﹤0.01%
189
711
$15K ﹤0.01%
700
712
$15K ﹤0.01%
+900
713
$15K ﹤0.01%
288
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714
$15K ﹤0.01%
300
715
$15K ﹤0.01%
255
716
$15K ﹤0.01%
85
717
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783
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$15K ﹤0.01%
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719
$15K ﹤0.01%
425
720
$14K ﹤0.01%
100
721
$14K ﹤0.01%
200
722
$14K ﹤0.01%
1,000
723
$14K ﹤0.01%
378
724
$14K ﹤0.01%
1,000
725
$14K ﹤0.01%
200
27 28
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