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
$316M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,132
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$917K
3
+$760K
4
NXPI icon
NXP Semiconductors
NXPI
+$740K
5
BIP icon
Brookfield Infrastructure Partners
BIP
+$549K

Top Sells

1
+$8.01M
2
+$4.62M
3
+$3.4M
4
UNH icon
UnitedHealth
UNH
+$3.16M
5
CSCO icon
Cisco
CSCO
+$2.93M

Sector Composition

1 Healthcare 12.6%
2 Financials 12.54%
3 Technology 12%
4 Consumer Discretionary 8.44%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$13K ﹤0.01%
500
777
$12K ﹤0.01%
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778
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779
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1,500
780
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500
781
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100
+30
782
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375
783
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600
784
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785
$12K ﹤0.01%
242
786
$11K ﹤0.01%
386
787
$11K ﹤0.01%
1,000
788
$11K ﹤0.01%
+250
789
$11K ﹤0.01%
104
790
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250
791
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792
$11K ﹤0.01%
400
-525
793
$11K ﹤0.01%
+574
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$10K ﹤0.01%
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795
$10K ﹤0.01%
803
796
$10K ﹤0.01%
100
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$10K ﹤0.01%
100
798
$10K ﹤0.01%
+1,000
799
$10K ﹤0.01%
+153
800
$10K ﹤0.01%
425
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