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
751
$11K ﹤0.01%
190
752
$11K ﹤0.01%
+500
753
$11K ﹤0.01%
300
754
$11K ﹤0.01%
300
-453
755
$11K ﹤0.01%
+200
756
$11K ﹤0.01%
416
757
$11K ﹤0.01%
+250
758
$11K ﹤0.01%
400
759
$11K ﹤0.01%
30
760
$11K ﹤0.01%
360
761
$10K ﹤0.01%
100
-200
762
$10K ﹤0.01%
+500
763
$10K ﹤0.01%
1,500
764
$10K ﹤0.01%
155
765
$10K ﹤0.01%
300
766
$10K ﹤0.01%
393
767
$9K ﹤0.01%
437
768
$9K ﹤0.01%
350
769
$9K ﹤0.01%
225
770
$9K ﹤0.01%
330
-350
771
$9K ﹤0.01%
360
772
$9K ﹤0.01%
101
-39
773
$9K ﹤0.01%
67
774
$9K ﹤0.01%
282
775
$9K ﹤0.01%
1,000
29 30
31
32 33