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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
826
$2K ﹤0.01%
+200
827
$2K ﹤0.01%
200
828
$1K ﹤0.01%
+100
829
$1K ﹤0.01%
+100
830
$1K ﹤0.01%
36
+17
831
$1K ﹤0.01%
+3
832
$1K ﹤0.01%
50
-12,500
833
$1K ﹤0.01%
33
834
$1K ﹤0.01%
41
835
$1K ﹤0.01%
18
-279
836
$1K ﹤0.01%
50
837
$1K ﹤0.01%
+27
838
$1K ﹤0.01%
8
839
$1K ﹤0.01%
+61
840
$1K ﹤0.01%
25
841
$1K ﹤0.01%
16
842
$1K ﹤0.01%
12
-125
843
$1K ﹤0.01%
43
844
$1K ﹤0.01%
200
845
$1K ﹤0.01%
100
+50
846
$1K ﹤0.01%
22
847
$1K ﹤0.01%
500
848
$1K ﹤0.01%
5
-138
849
$1K ﹤0.01%
26
850
$1K ﹤0.01%
55
32 33
34
35 36