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
826
$6K ﹤0.01%
161
-236
827
$6K ﹤0.01%
145
828
$6K ﹤0.01%
308
+8
829
$6K ﹤0.01%
50
830
$6K ﹤0.01%
312
831
$6K ﹤0.01%
87
832
$6K ﹤0.01%
150
833
$6K ﹤0.01%
102
834
$6K ﹤0.01%
63
835
$6K ﹤0.01%
51
-276
836
$6K ﹤0.01%
200
837
$6K ﹤0.01%
1,250
-4,695
838
$6K ﹤0.01%
3,500
-24,500
839
$6K ﹤0.01%
900
840
$5K ﹤0.01%
400
841
$5K ﹤0.01%
+134
842
$5K ﹤0.01%
395
843
$5K ﹤0.01%
148
844
$5K ﹤0.01%
15
845
$5K ﹤0.01%
166
846
$5K ﹤0.01%
65
-250
847
$5K ﹤0.01%
74
848
$5K ﹤0.01%
200
849
$5K ﹤0.01%
130
850
$5K ﹤0.01%
40
32 33
34
35 36