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
876
$3K ﹤0.01%
+53
877
$3K ﹤0.01%
25
878
$3K ﹤0.01%
120
879
$3K ﹤0.01%
21
880
$3K ﹤0.01%
220
881
$3K ﹤0.01%
596
882
$3K ﹤0.01%
100
883
$3K ﹤0.01%
20
-86
884
$3K ﹤0.01%
41
885
$3K ﹤0.01%
8
886
$3K ﹤0.01%
250
887
$2K ﹤0.01%
8
888
$2K ﹤0.01%
+40
889
$2K ﹤0.01%
437
890
$2K ﹤0.01%
+326
891
$2K ﹤0.01%
52
892
$2K ﹤0.01%
126
893
$2K ﹤0.01%
14
894
$2K ﹤0.01%
+900
895
$2K ﹤0.01%
24
896
$2K ﹤0.01%
13
897
$2K ﹤0.01%
+50
898
$2K ﹤0.01%
100
899
$2K ﹤0.01%
22
900
$2K ﹤0.01%
90
34 35
36
37 38