We are live on ! Find out more
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
901
– –
-700
902
– –
-200
903
– –
-700
904
– –
-400
905
– –
0
906
– –
-500
907
$0 ﹤0.01%
43
908
– –
-500
909
– –
-911
910
– –
-50
911
– –
0
912
– –
-250
913
– –
-700
914
$0 ﹤0.01%
36
915
– –
-1,200
916
– –
-10,500
917
– –
-4
918
– –
-100
919
– –
-25
920
– –
-420
921
$0 ﹤0.01%
10
922
$0 ﹤0.01%
123
923
– –
0
924
– –
-800
925
– –
-6,000
35 36
37
38 39