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

Top Buys

1
+$502K
2
+$388K
3
+$384K
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$304K
5
ZM icon
Zoom
ZM
+$276K

Top Sells

1
+$822K
2
+$609K
3
+$525K
4
VZ icon
Verizon
VZ
+$453K
5
LRCX icon
Lam Research
LRCX
+$436K

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
876
$1K ﹤0.01%
20
877
$1K ﹤0.01%
50
878
$1K ﹤0.01%
26
879
$1K ﹤0.01%
26
-2,500
880
$1K ﹤0.01%
50
881
$1K ﹤0.01%
27
882
$1K ﹤0.01%
20
883
$1K ﹤0.01%
8
+3
884
$1K ﹤0.01%
8
885
$1K ﹤0.01%
55
886
$1K ﹤0.01%
50
887
$1K ﹤0.01%
62
888
$1K ﹤0.01%
52
-7
889
$1K ﹤0.01%
35
890
$1K ﹤0.01%
12
891
$1K ﹤0.01%
22
-300
892
$1K ﹤0.01%
68
893
$1K ﹤0.01%
100
894
– –
-100
895
– –
-125
896
– –
0
897
– –
-1
898
– –
-900
899
– –
-1,150
900
– –
0
34 35
36
37 38