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

Top Buys

1
+$500K
2
+$430K
3
+$382K
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$290K
5
GD icon
General Dynamics
GD
+$282K

Top Sells

1
+$783K
2
+$694K
3
+$515K
4
LRCX icon
Lam Research
LRCX
+$476K
5
VZ icon
Verizon
VZ
+$466K

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
851
$3K ﹤0.01%
500
-100
852
$3K ﹤0.01%
66
853
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42
854
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+50
855
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75
856
$3K ﹤0.01%
100
857
$2K ﹤0.01%
+100
858
$2K ﹤0.01%
24
+2
859
$2K ﹤0.01%
250
860
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26
-1
861
$2K ﹤0.01%
+200
862
$2K ﹤0.01%
50
863
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200
864
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100
-100
865
$2K ﹤0.01%
16
866
$2K ﹤0.01%
13
867
$2K ﹤0.01%
50
-100
868
$2K ﹤0.01%
25
869
$2K ﹤0.01%
+100
870
$2K ﹤0.01%
52
871
$2K ﹤0.01%
12
872
$2K ﹤0.01%
60
873
$2K ﹤0.01%
56
874
$1K ﹤0.01%
+10
875
$1K ﹤0.01%
22
-300
33 34
35
36 37