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
951
$1K ﹤0.01%
+81
952
$1K ﹤0.01%
250
-342
953
$1K ﹤0.01%
+33
954
$1K ﹤0.01%
23
955
$1K ﹤0.01%
+5
956
$1K ﹤0.01%
40
957
$1K ﹤0.01%
100
958
$1K ﹤0.01%
100
-1,000
959
$1K ﹤0.01%
+42
960
$1K ﹤0.01%
30
961
– –
-1,479
962
– –
-2,400
963
$0 ﹤0.01%
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964
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965
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966
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967
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968
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969
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970
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971
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972
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973
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974
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-2,853
975
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-3,510
37 38
39
40 41