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
$316M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,132
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$917K
3
+$760K
4
NXPI icon
NXP Semiconductors
NXPI
+$740K
5
BIP icon
Brookfield Infrastructure Partners
BIP
+$549K

Top Sells

1
+$8.01M
2
+$4.62M
3
+$3.4M
4
UNH icon
UnitedHealth
UNH
+$3.16M
5
CSCO icon
Cisco
CSCO
+$2.93M

Sector Composition

1 Healthcare 12.6%
2 Financials 12.54%
3 Technology 12%
4 Consumer Discretionary 8.44%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$5K ﹤0.01%
395
877
$5K ﹤0.01%
+55
878
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225
879
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151
+2
880
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+200
881
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+100
882
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+100
883
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110
-132
884
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100
885
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250
-162
886
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+30
887
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300
888
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889
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808
890
$5K ﹤0.01%
+300
891
$5K ﹤0.01%
250
892
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+360
893
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894
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150
895
$5K ﹤0.01%
55
896
$5K ﹤0.01%
50
897
$4K ﹤0.01%
76
-276
898
$4K ﹤0.01%
62
899
$4K ﹤0.01%
500
900
$4K ﹤0.01%
1,126
34 35
36
37 38