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
51
$1.44M 0.42%
27,450
52
$1.43M 0.42%
10,186
-400
53
$1.42M 0.42%
6,489
54
$1.38M 0.4%
3,020
+360
55
$1.37M 0.4%
24,787
56
$1.37M 0.4%
24,995
-1,300
57
$1.36M 0.4%
7,175
58
$1.34M 0.39%
11,166
-495
59
$1.3M 0.38%
5,630
-350
60
$1.26M 0.37%
3,456
+3
61
$1.23M 0.36%
8,716
62
$1.2M 0.35%
7,341
-259
63
$1.19M 0.35%
4,789
64
$1.19M 0.35%
5,376
-20
65
$1.15M 0.34%
36,795
-700
66
$1.15M 0.34%
29,697
67
$1.11M 0.32%
26,615
-1,500
68
$1.08M 0.32%
5,110
-1,431
69
$1.06M 0.31%
4,947
-1,045
70
$1.06M 0.31%
17,750
-8,000
71
$1.05M 0.31%
12,200
-2,873
72
$1.05M 0.31%
2,844
73
$1.04M 0.31%
9,965
-510
74
$1.04M 0.3%
39,726
+61
75
$1.03M 0.3%
8,961
+200
1 2
3
4 5