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
776
$9K ﹤0.01%
261
777
$8K ﹤0.01%
50
778
$8K ﹤0.01%
470
+20
779
$8K ﹤0.01%
1,000
-960
780
$8K ﹤0.01%
110
781
$8K ﹤0.01%
500
-370
782
$8K ﹤0.01%
50
783
$8K ﹤0.01%
120
784
$8K ﹤0.01%
19
785
$8K ﹤0.01%
157
786
$8K ﹤0.01%
100
787
$8K ﹤0.01%
827
788
$8K ﹤0.01%
100
789
$8K ﹤0.01%
+77
790
$8K ﹤0.01%
25
791
$8K ﹤0.01%
300
792
$8K ﹤0.01%
400
793
$8K ﹤0.01%
200
794
$8K ﹤0.01%
225
795
$7K ﹤0.01%
500
796
$7K ﹤0.01%
80
797
$7K ﹤0.01%
300
-100
798
$7K ﹤0.01%
312
799
$7K ﹤0.01%
+200
800
$7K ﹤0.01%
+100
30 31
32
33 34