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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
$266M
AUM Growth
+$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$639K
3
+$543K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$386K
5
PHM icon
Pultegroup
PHM
+$249K

Top Sells

1
+$687K
2
+$316K
3
+$291K
4
HP icon
Helmerich & Payne
HP
+$258K
5
MA icon
Mastercard
MA
+$237K

Sector Composition

1 Financials 13.48%
2 Healthcare 11.29%
3 Technology 10.92%
4 Industrials 9.52%
5 Energy 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
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-1,500
802
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-110
803
– –
-1,000
804
– –
-28
805
$0 ﹤0.01%
4
806
– –
-19
807
– –
-23
808
– –
-300
809
– –
-380
810
– –
-2,000
811
– –
0
812
– –
-300
813
– –
-200
814
– –
-120
815
– –
-100
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