OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,054
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$556K
3
+$468K
4
T icon
AT&T
T
+$458K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$400K

Top Sells

1
+$2.87M
2
+$1.29M
3
+$584K
4
AAPL icon
Apple
AAPL
+$373K
5
LRCX icon
Lam Research
LRCX
+$351K

Sector Composition

1 Technology 18.19%
2 Financials 10.91%
3 Healthcare 10.35%
4 Industrials 7.48%
5 Consumer Discretionary 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.33%
6,643
+842
77
$1.1M 0.33%
28,300
-1,500
78
$1.09M 0.32%
6,078
79
$1.08M 0.32%
12,801
+4,199
80
$1.07M 0.32%
30,419
+600
81
$1.07M 0.32%
7,814
-175
82
$1.06M 0.31%
9,282
-964
83
$1.05M 0.31%
5,262
+8
84
$1.03M 0.31%
39,798
+2,101
85
$1.03M 0.31%
7,600
+600
86
$1.02M 0.3%
9,111
+3
87
$1.01M 0.3%
47,891
+5,300
88
$1.01M 0.3%
6,955
89
$1M 0.3%
6,999
-14
90
$991K 0.29%
5,228
-34
91
$971K 0.29%
11,003
-457
92
$943K 0.28%
24,995
+2,362
93
$940K 0.28%
168,426
-23,846
94
$922K 0.27%
20,739
+9,007
95
$921K 0.27%
12,881
96
$904K 0.27%
29,300
+9,100
97
$904K 0.27%
14,750
-400
98
$895K 0.27%
30,600
-12,000
99
$870K 0.26%
38,140
-1,700
100
$863K 0.26%
9,936
-510
2 3
4
5 6