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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
926
$0 ﹤0.01%
+21
927
$0 ﹤0.01%
6
928
– –
-11,100
929
– –
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930
$0 ﹤0.01%
3
931
$0 ﹤0.01%
20
932
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933
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0
934
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0
935
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936
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– –
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939
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940
– –
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– –
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942
– –
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943
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0
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0
945
$0 ﹤0.01%
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946
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-2,684
947
– –
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948
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0
949
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950
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36 37
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