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
776
$10K ﹤0.01%
200
777
$10K ﹤0.01%
66
778
$10K ﹤0.01%
55
779
$10K ﹤0.01%
300
780
$10K ﹤0.01%
265
781
$10K ﹤0.01%
+100
782
$10K ﹤0.01%
+3,400
783
$10K ﹤0.01%
160
784
$10K ﹤0.01%
500
785
$9K ﹤0.01%
201
+2
786
$9K ﹤0.01%
500
787
$9K ﹤0.01%
214
788
$9K ﹤0.01%
100
789
$9K ﹤0.01%
200
-100
790
$9K ﹤0.01%
35
791
$9K ﹤0.01%
300
792
$9K ﹤0.01%
66
-134
793
$9K ﹤0.01%
280
794
$8K ﹤0.01%
240
795
$8K ﹤0.01%
+900
796
$8K ﹤0.01%
214
797
$8K ﹤0.01%
200
798
$8K ﹤0.01%
200
799
$8K ﹤0.01%
225
800
$8K ﹤0.01%
360
30 31
32
33 34