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
801
$7K ﹤0.01%
117
+1
802
$7K ﹤0.01%
250
-500
803
$7K ﹤0.01%
50
804
$6K ﹤0.01%
125
805
$6K ﹤0.01%
125
806
$6K ﹤0.01%
148
807
$6K ﹤0.01%
32
808
$6K ﹤0.01%
29
809
$6K ﹤0.01%
+25
810
$6K ﹤0.01%
65
-29
811
$6K ﹤0.01%
131
-36
812
$6K ﹤0.01%
40
813
$6K ﹤0.01%
48
-71
814
$6K ﹤0.01%
+600
815
$5K ﹤0.01%
400
816
$5K ﹤0.01%
395
817
$5K ﹤0.01%
240
818
$5K ﹤0.01%
+250
819
$5K ﹤0.01%
132
+1
820
$5K ﹤0.01%
185
+18
821
$5K ﹤0.01%
36
822
$5K ﹤0.01%
13
-10
823
$5K ﹤0.01%
119
-150
824
$5K ﹤0.01%
200
825
$5K ﹤0.01%
200
-865
31 32
33
34 35