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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
$291M
AUM Growth
-$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$886K
3
+$761K
4
NBB icon
Nuveen Taxable Municipal Income Fund
NBB
+$364K
5
BP icon
BP
BP
+$242K

Top Sells

1
+$3.74M
2
+$2.79M
3
+$1.45M
4
CCL icon
Carnival Corporation Ltd
CCL
+$924K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$784K

Sector Composition

1 Technology 14.5%
2 Financials 11.74%
3 Healthcare 11.45%
4 Industrials 7.4%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$5K ﹤0.01%
100
852
$5K ﹤0.01%
48
853
$5K ﹤0.01%
122
854
$5K ﹤0.01%
145
855
$5K ﹤0.01%
72
856
$5K ﹤0.01%
+30
857
$5K ﹤0.01%
+377
858
$4K ﹤0.01%
+100
859
$4K ﹤0.01%
100
860
$4K ﹤0.01%
148
861
$4K ﹤0.01%
107
862
$4K ﹤0.01%
250
863
$4K ﹤0.01%
200
-200
864
$4K ﹤0.01%
300
865
$4K ﹤0.01%
312
866
$4K ﹤0.01%
333
867
$4K ﹤0.01%
20
868
$4K ﹤0.01%
100
869
$4K ﹤0.01%
200
870
$4K ﹤0.01%
29
-400
871
$4K ﹤0.01%
48
872
$4K ﹤0.01%
140
873
$4K ﹤0.01%
3,500
874
$4K ﹤0.01%
+89
875
$4K ﹤0.01%
313
-175
33 34
35
36 37