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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
876
$1K ﹤0.01%
20
877
$1K ﹤0.01%
20
878
$1K ﹤0.01%
35
879
$1K ﹤0.01%
+13
880
$1K ﹤0.01%
26
881
$1K ﹤0.01%
+9
882
$1K ﹤0.01%
50
883
$1K ﹤0.01%
27
884
$1K ﹤0.01%
20
885
$1K ﹤0.01%
10
+2
886
$1K ﹤0.01%
8
887
$1K ﹤0.01%
50
888
$1K ﹤0.01%
62
889
$1K ﹤0.01%
34
890
$1K ﹤0.01%
+100
891
$1K ﹤0.01%
52
892
$1K ﹤0.01%
12
893
$1K ﹤0.01%
+100
894
$1K ﹤0.01%
16
+12
895
$1K ﹤0.01%
68
896
$1K ﹤0.01%
+50
897
$1K ﹤0.01%
100
898
– –
-150
899
– –
-850
900
– –
-40
34 35
36
37 38