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
851
$5K ﹤0.01%
75
-465
852
$5K ﹤0.01%
200
853
$5K ﹤0.01%
140
854
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500
855
$4K ﹤0.01%
175
856
$4K ﹤0.01%
15
857
$4K ﹤0.01%
126
+10
858
$4K ﹤0.01%
30
859
$4K ﹤0.01%
107
-215
860
$4K ﹤0.01%
+100
861
$4K ﹤0.01%
20
-17
862
$4K ﹤0.01%
100
863
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100
864
$4K ﹤0.01%
54
-6
865
$4K ﹤0.01%
100
-200
866
$4K ﹤0.01%
+130
867
$4K ﹤0.01%
150
868
$4K ﹤0.01%
53
869
$4K ﹤0.01%
3,500
870
$4K ﹤0.01%
112
+7
871
$4K ﹤0.01%
+1,000
872
$3K ﹤0.01%
56
873
$3K ﹤0.01%
270
874
$3K ﹤0.01%
50
875
$3K ﹤0.01%
+100
33 34
35
36 37