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
951
$0 ﹤0.01%
3
952
– –
-300
953
– –
-1,000
954
$0 ﹤0.01%
25
955
$0 ﹤0.01%
5
956
– –
-3,600
957
– –
-150
958
$0 ﹤0.01%
8
959
– –
-700
960
$0 ﹤0.01%
8
961
– –
-2
962
– –
-550
963
– –
-6,500
964
– –
-292
965
– –
-1,150
966
– –
-1,494
967
$0 ﹤0.01%
+4
968
– –
-276
969
– –
-225
970
– –
-300
971
– –
-500
972
– –
0
973
– –
-2,000
974
– –
-1,000
975
– –
-300
36 37 38
39
40