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
801
$8K ﹤0.01%
827
802
$8K ﹤0.01%
334
803
$8K ﹤0.01%
+2,000
804
$8K ﹤0.01%
152
805
$8K ﹤0.01%
167
-6
806
$8K ﹤0.01%
30
-20
807
$8K ﹤0.01%
236
808
$8K ﹤0.01%
146
809
$8K ﹤0.01%
700
810
$8K ﹤0.01%
200
811
$7K ﹤0.01%
50
812
$7K ﹤0.01%
+250
813
$7K ﹤0.01%
112
-399
814
$7K ﹤0.01%
50
-30
815
$7K ﹤0.01%
200
816
$7K ﹤0.01%
400
817
$7K ﹤0.01%
200
818
$7K ﹤0.01%
+60
819
$7K ﹤0.01%
158
+3
820
$7K ﹤0.01%
200
821
$7K ﹤0.01%
207
822
$7K ﹤0.01%
50
-100
823
$7K ﹤0.01%
225
824
$7K ﹤0.01%
1,400
825
$7K ﹤0.01%
230
31 32
33
34 35