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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
$342M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1
+$502K
2
+$388K
3
+$384K
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$304K
5
ZM icon
Zoom
ZM
+$276K

Top Sells

1
+$822K
2
+$609K
3
+$525K
4
VZ icon
Verizon
VZ
+$453K
5
LRCX icon
Lam Research
LRCX
+$436K

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
826
$5K ﹤0.01%
+500
827
$5K ﹤0.01%
+500
828
$5K ﹤0.01%
200
-865
829
$4K ﹤0.01%
100
830
$4K ﹤0.01%
25
831
$4K ﹤0.01%
21
832
$4K ﹤0.01%
58
833
$4K ﹤0.01%
+100
834
$4K ﹤0.01%
100
835
$4K ﹤0.01%
75
836
$4K ﹤0.01%
8
837
$4K ﹤0.01%
100
-100
838
$4K ﹤0.01%
130
839
$4K ﹤0.01%
+300
840
$4K ﹤0.01%
137
841
$4K ﹤0.01%
176
842
$3K ﹤0.01%
32
843
$3K ﹤0.01%
130
844
$3K ﹤0.01%
25
845
$3K ﹤0.01%
48
846
$3K ﹤0.01%
120
847
$3K ﹤0.01%
240
848
$3K ﹤0.01%
+150
849
$3K ﹤0.01%
17
-18
850
$3K ﹤0.01%
66
32 33
34
35 36