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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$695K
3
+$386K
4
SO icon
Southern Company
SO
+$264K
5
DOW icon
Dow Inc
DOW
+$258K

Top Sells

1
+$710K
2
+$512K
3
+$364K
4
AAPL icon
Apple
AAPL
+$360K
5
VZ icon
Verizon
VZ
+$313K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$9K ﹤0.01%
330
802
$9K ﹤0.01%
848
803
$9K ﹤0.01%
800
804
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8
805
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240
806
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807
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325
808
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181
+2
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827
811
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400
812
$8K ﹤0.01%
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815
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816
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817
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818
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819
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820
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821
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823
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400
824
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153
+2
825
$7K ﹤0.01%
4
31 32
33
34 35