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
51
$1.46M 0.43%
26,090
+150
52
$1.44M 0.43%
5,978
-400
53
$1.4M 0.42%
8,444
-226
54
$1.4M 0.41%
26,480
+1
55
$1.4M 0.41%
59,858
-5,498
56
$1.39M 0.41%
9,440
-140
57
$1.39M 0.41%
11,140
+880
58
$1.37M 0.41%
9,876
-333
59
$1.33M 0.39%
11,401
60
$1.31M 0.39%
66,523
+23,697
61
$1.31M 0.39%
3,482
-225
62
$1.29M 0.38%
+22,831
63
$1.27M 0.38%
34,082
-658
64
$1.26M 0.37%
29,595
-400
65
$1.26M 0.37%
44,834
+2,761
66
$1.25M 0.37%
14,463
-42
67
$1.24M 0.37%
3,172
68
$1.22M 0.36%
22,735
69
$1.22M 0.36%
5,372
-45
70
$1.21M 0.36%
3,712
+270
71
$1.19M 0.35%
9,938
+350
72
$1.18M 0.35%
7,442
-143
73
$1.15M 0.34%
16,407
-588
74
$1.14M 0.34%
9,524
-325
75
$1.12M 0.33%
36,380
+105
1 2
3
4 5