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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
$321M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$347K
3
+$238K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$237K
5
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$178K

Top Sells

1
+$4.09M
2
+$2.5M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$1.57M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.19M

Sector Composition

1 Technology 23.09%
2 Financials 10.84%
3 Healthcare 9.92%
4 Consumer Discretionary 8.57%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$16K 0.01%
400
702
$16K 0.01%
200
703
$16K 0.01%
500
704
$15K ﹤0.01%
300
705
$15K ﹤0.01%
10
-25
706
$15K ﹤0.01%
400
707
$15K ﹤0.01%
+1,000
708
$14K ﹤0.01%
50
-200
709
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+300
710
$14K ﹤0.01%
600
-350
711
$14K ﹤0.01%
80
712
$14K ﹤0.01%
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$14K ﹤0.01%
575
714
$14K ﹤0.01%
1,000
715
$14K ﹤0.01%
250
716
$14K ﹤0.01%
+1,000
717
$14K ﹤0.01%
425
718
$13K ﹤0.01%
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$13K ﹤0.01%
416
720
$13K ﹤0.01%
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721
$13K ﹤0.01%
582
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$13K ﹤0.01%
168
723
$13K ﹤0.01%
194
724
$13K ﹤0.01%
550
725
$13K ﹤0.01%
303
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