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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
851
$1K ﹤0.01%
50
852
$1K ﹤0.01%
66
853
$1K ﹤0.01%
10
854
$1K ﹤0.01%
123
855
$1K ﹤0.01%
100
856
$1K ﹤0.01%
200
857
$0 ﹤0.01%
8
858
$0 ﹤0.01%
17
-179
859
$0 ﹤0.01%
21
860
$0 ﹤0.01%
68
861
– –
0
862
– –
-500
863
$0 ﹤0.01%
8
864
– –
-300
865
$0 ﹤0.01%
25
866
$0 ﹤0.01%
100
867
$0 ﹤0.01%
50
868
– –
-2
869
– –
-700
870
– –
-750
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– –
-3,500
872
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-138
873
– –
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874
– –
-10,000
875
$0 ﹤0.01%
21
33 34
35
36 37