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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
$298M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$442K
2
+$425K
3
+$283K
4
MGM icon
MGM Resorts International
MGM
+$258K
5
SPG icon
Simon Property Group
SPG
+$239K

Top Sells

1
+$1.54M
2
+$1.06M
3
+$603K
4
CIEN icon
Ciena
CIEN
+$437K
5
COST icon
Costco
COST
+$403K

Sector Composition

1 Technology 24.29%
2 Healthcare 10.91%
3 Financials 9.52%
4 Consumer Discretionary 8.97%
5 Communication Services 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
0
927
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-200
928
$0 ﹤0.01%
36
929
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-100
930
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-24
931
– –
-500
932
– –
-1,450
933
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-50
934
$0 ﹤0.01%
10
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935
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-5
936
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-2,000
937
– –
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938
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940
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-5,000
941
$0 ﹤0.01%
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942
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$0 ﹤0.01%
4
-4
944
$0 ﹤0.01%
20
945
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946
– –
-20,000
947
– –
-67
948
– –
-400
949
– –
-20
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