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%
1,000
+800
702
$16K 0.01%
85
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703
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704
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705
$15K ﹤0.01%
10
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706
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400
707
$15K ﹤0.01%
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708
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709
$14K ﹤0.01%
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710
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711
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600
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80
713
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715
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1,000
716
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717
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425
718
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719
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700
720
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721
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550
722
$13K ﹤0.01%
303
723
$13K ﹤0.01%
416
724
$13K ﹤0.01%
100
725
$13K ﹤0.01%
582
+18
27 28
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