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
$321M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$347K
3
+$238K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$237K
5
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$178K

Top Sells

1
+$4.09M
2
+$2.5M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$1.57M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.19M

Sector Composition

1 Technology 23.09%
2 Financials 10.84%
3 Healthcare 9.92%
4 Consumer Discretionary 8.57%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$3K ﹤0.01%
120
852
$3K ﹤0.01%
+150
853
$3K ﹤0.01%
+1
854
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17
855
$3K ﹤0.01%
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856
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100
857
$2K ﹤0.01%
50
858
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859
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50
-10
860
$2K ﹤0.01%
+100
861
$2K ﹤0.01%
52
862
$2K ﹤0.01%
39
-1,587
863
$2K ﹤0.01%
+12
864
$2K ﹤0.01%
55
865
$2K ﹤0.01%
25
866
$2K ﹤0.01%
50
867
$2K ﹤0.01%
100
868
$2K ﹤0.01%
240
869
$2K ﹤0.01%
50
870
$2K ﹤0.01%
+70
871
$2K ﹤0.01%
26
872
$2K ﹤0.01%
75
873
$2K ﹤0.01%
25
+1
874
$2K ﹤0.01%
100
875
$1K ﹤0.01%
35
33 34
35
36 37