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
$321M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$347K
3
+$238K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$237K
5
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$178K

Top Sells

1
+$4.09M
2
+$2.5M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$1.57M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.19M

Sector Composition

1 Technology 23.09%
2 Financials 10.84%
3 Healthcare 9.92%
4 Consumer Discretionary 8.57%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$6K ﹤0.01%
148
802
$6K ﹤0.01%
312
803
$6K ﹤0.01%
37
-30
804
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48
805
$6K ﹤0.01%
50
806
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600
807
$6K ﹤0.01%
+200
808
$6K ﹤0.01%
200
-700
809
$5K ﹤0.01%
100
810
$5K ﹤0.01%
29
-104
811
$5K ﹤0.01%
136
+4
812
$5K ﹤0.01%
500
813
$5K ﹤0.01%
400
814
$5K ﹤0.01%
36
815
$5K ﹤0.01%
110
-390
816
$5K ﹤0.01%
+500
817
$5K ﹤0.01%
21
818
$5K ﹤0.01%
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819
$5K ﹤0.01%
119
820
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200
821
$5K ﹤0.01%
140
-2,008
822
$5K ﹤0.01%
8
823
$5K ﹤0.01%
300
824
$5K ﹤0.01%
137
825
$5K ﹤0.01%
500
31 32
33
34 35