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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
$287M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$697K
3
+$577K
4
NOW icon
ServiceNow
NOW
+$467K
5
ABBV icon
AbbVie
ABBV
+$466K

Top Sells

1
+$638K
2
+$531K
3
+$394K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$393K
5
TMO icon
Thermo Fisher Scientific
TMO
+$385K

Sector Composition

1 Technology 23.44%
2 Healthcare 11.4%
3 Financials 9.82%
4 Consumer Discretionary 7.87%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$3K ﹤0.01%
57
802
$2K ﹤0.01%
2
-14
803
$2K ﹤0.01%
134
804
$2K ﹤0.01%
+58
805
$2K ﹤0.01%
+6
806
$2K ﹤0.01%
900
807
$2K ﹤0.01%
+2
808
$2K ﹤0.01%
100
809
$2K ﹤0.01%
21
810
$2K ﹤0.01%
66
811
$2K ﹤0.01%
75
812
$2K ﹤0.01%
41
813
$2K ﹤0.01%
64
814
$2K ﹤0.01%
250
815
$2K ﹤0.01%
100
816
$2K ﹤0.01%
71
817
$2K ﹤0.01%
+100
818
$2K ﹤0.01%
1,000
819
$2K ﹤0.01%
+32
820
$2K ﹤0.01%
130
-950
821
$2K ﹤0.01%
437
822
$2K ﹤0.01%
52
823
$2K ﹤0.01%
300
824
$2K ﹤0.01%
56
825
$2K ﹤0.01%
+20
31 32
33
34 35