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
$244M
AUM Growth
-$93.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$445K
3
+$365K
4
PHYS icon
Sprott Physical Gold
PHYS
+$256K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$242K

Top Sells

1
+$1.47M
2
+$1.27M
3
+$1.07M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$966K
5
ADBE icon
Adobe
ADBE
+$929K

Sector Composition

1 Technology 20.38%
2 Healthcare 11.51%
3 Financials 10.19%
4 Communication Services 7.24%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2K ﹤0.01%
1,000
-7,000
827
$2K ﹤0.01%
+10,000
828
$2K ﹤0.01%
1,000
829
$1K ﹤0.01%
19
-17
830
$1K ﹤0.01%
240
831
$1K ﹤0.01%
326
832
$1K ﹤0.01%
+41
833
$1K ﹤0.01%
24
834
$1K ﹤0.01%
200
-950
835
$1K ﹤0.01%
26
836
$1K ﹤0.01%
52
837
$1K ﹤0.01%
8
838
$1K ﹤0.01%
55
839
$1K ﹤0.01%
55
-111
840
$1K ﹤0.01%
50
841
$1K ﹤0.01%
66
842
$1K ﹤0.01%
134
-200
843
$1K ﹤0.01%
10
-25
844
$1K ﹤0.01%
+108
845
$1K ﹤0.01%
25
846
$1K ﹤0.01%
15
847
$1K ﹤0.01%
16
848
$1K ﹤0.01%
113
-107
849
$1K ﹤0.01%
20
850
$1K ﹤0.01%
24
32 33
34
35 36