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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
$287M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$697K
3
+$577K
4
NOW icon
ServiceNow
NOW
+$467K
5
ABBV icon
AbbVie
ABBV
+$466K

Top Sells

1
+$638K
2
+$531K
3
+$394K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$393K
5
TMO icon
Thermo Fisher Scientific
TMO
+$385K

Sector Composition

1 Technology 23.44%
2 Healthcare 11.4%
3 Financials 9.82%
4 Consumer Discretionary 7.87%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$10K ﹤0.01%
303
-75
702
$10K ﹤0.01%
330
703
$10K ﹤0.01%
592
+30
704
$10K ﹤0.01%
30
705
$9K ﹤0.01%
1,000
706
$9K ﹤0.01%
500
-500
707
$9K ﹤0.01%
510
-687
708
$9K ﹤0.01%
300
-2,030
709
$9K ﹤0.01%
1,500
710
$9K ﹤0.01%
85
711
$9K ﹤0.01%
300
-400
712
$8K ﹤0.01%
47
713
$8K ﹤0.01%
360
714
$8K ﹤0.01%
500
715
$8K ﹤0.01%
201
716
$8K ﹤0.01%
153
717
$8K ﹤0.01%
16
+4
718
$8K ﹤0.01%
+287
719
$8K ﹤0.01%
350
720
$8K ﹤0.01%
280
721
$7K ﹤0.01%
225
722
$7K ﹤0.01%
65
723
$7K ﹤0.01%
827
724
$7K ﹤0.01%
681
+16
725
$7K ﹤0.01%
2,000
27 28
29
30 31