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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
$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
901
$4K ﹤0.01%
60
902
$4K ﹤0.01%
+108
903
$4K ﹤0.01%
140
904
$4K ﹤0.01%
74
905
$4K ﹤0.01%
100
906
$4K ﹤0.01%
100
907
$4K ﹤0.01%
200
908
$4K ﹤0.01%
100
909
$4K ﹤0.01%
+265
910
$3K ﹤0.01%
700
911
$3K ﹤0.01%
72
912
$3K ﹤0.01%
105
913
$3K ﹤0.01%
61
914
$3K ﹤0.01%
40
915
$3K ﹤0.01%
100
916
$3K ﹤0.01%
97
917
$3K ﹤0.01%
+59
918
$3K ﹤0.01%
200
919
$3K ﹤0.01%
3,345
-2,345
920
$3K ﹤0.01%
100
921
$3K ﹤0.01%
+44
922
$2K ﹤0.01%
+200
923
$2K ﹤0.01%
89
-334
924
$2K ﹤0.01%
200
925
$2K ﹤0.01%
153
35 36
37
38 39