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
701
$16K ﹤0.01%
687
+1
702
$16K ﹤0.01%
600
703
$16K ﹤0.01%
800
704
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425
705
$15K ﹤0.01%
100
-34
706
$15K ﹤0.01%
400
707
$15K ﹤0.01%
654
708
$15K ﹤0.01%
350
709
$15K ﹤0.01%
+200
710
$15K ﹤0.01%
301
711
$15K ﹤0.01%
292
712
$15K ﹤0.01%
85
713
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877
714
$15K ﹤0.01%
535
+4
715
$15K ﹤0.01%
1,000
716
$15K ﹤0.01%
+400
717
$15K ﹤0.01%
100
718
$14K ﹤0.01%
+300
719
$14K ﹤0.01%
1,040
720
$14K ﹤0.01%
200
721
$14K ﹤0.01%
+400
722
$14K ﹤0.01%
+300
723
$14K ﹤0.01%
194
724
$14K ﹤0.01%
+200
725
$14K ﹤0.01%
1,000
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