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
901
$2K ﹤0.01%
160
902
$2K ﹤0.01%
1,000
903
$2K ﹤0.01%
+500
904
$2K ﹤0.01%
314
+2
905
$2K ﹤0.01%
75
906
$1K ﹤0.01%
36
907
$1K ﹤0.01%
20
908
$1K ﹤0.01%
24
909
$1K ﹤0.01%
26
910
$1K ﹤0.01%
50
-200
911
$1K ﹤0.01%
131
912
$1K ﹤0.01%
40
913
$1K ﹤0.01%
10
914
$1K ﹤0.01%
8
915
$1K ﹤0.01%
55
-56
916
$1K ﹤0.01%
50
917
$1K ﹤0.01%
66
918
$1K ﹤0.01%
38
919
$1K ﹤0.01%
25
920
$1K ﹤0.01%
15
921
$1K ﹤0.01%
16
922
$1K ﹤0.01%
20
923
$1K ﹤0.01%
+550
924
$1K ﹤0.01%
30
925
$1K ﹤0.01%
43
35 36
37
38 39