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
726
$14K ﹤0.01%
864
727
$14K ﹤0.01%
1,000
728
$13K ﹤0.01%
425
-220
729
$13K ﹤0.01%
121
730
$13K ﹤0.01%
41
+5
731
$13K ﹤0.01%
550
732
$13K ﹤0.01%
100
733
$13K ﹤0.01%
100
-200
734
$13K ﹤0.01%
575
-2,355
735
$13K ﹤0.01%
168
736
$13K ﹤0.01%
+100
737
$13K ﹤0.01%
250
738
$13K ﹤0.01%
+500
739
$13K ﹤0.01%
500
740
$13K ﹤0.01%
492
741
$12K ﹤0.01%
80
742
$12K ﹤0.01%
303
743
$12K ﹤0.01%
564
+18
744
$12K ﹤0.01%
455
745
$12K ﹤0.01%
493
746
$11K ﹤0.01%
40
747
$11K ﹤0.01%
+700
748
$11K ﹤0.01%
300
749
$11K ﹤0.01%
300
-3,225
750
$11K ﹤0.01%
50
28 29
30
31 32