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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
$308M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,041
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$695K
3
+$386K
4
SO icon
Southern Company
SO
+$264K
5
DOW icon
Dow Inc
DOW
+$258K

Top Sells

1
+$710K
2
+$512K
3
+$364K
4
AAPL icon
Apple
AAPL
+$360K
5
VZ icon
Verizon
VZ
+$313K

Sector Composition

1 Technology 18.03%
2 Financials 10.71%
3 Healthcare 10.19%
4 Industrials 8.2%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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-100
1002
– –
-56
1003
– –
0
1004
– –
-530
1005
– –
-1,500
1006
– –
-27
1007
– –
-4,600
1008
– –
0
1009
– –
-1,000
1010
– –
-138
1011
– –
-100
1012
– –
0
1013
– –
-111
1014
$0 ﹤0.01%
20
1015
– –
-3,250
1016
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-122
1017
– –
-32
1018
– –
-10,000
1019
– –
-100
1020
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-159
1021
– –
-165
1022
– –
0
1023
– –
-250
1024
– –
0
1025
– –
-1,000
38 39 40
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