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
101
$843K 0.25%
10,550
+925
102
$831K 0.25%
7,687
-2,135
103
$829K 0.25%
15,887
-400
104
$828K 0.25%
403
105
$819K 0.24%
7,510
106
$817K 0.24%
33,515
107
$798K 0.24%
13,580
+9,470
108
$793K 0.24%
3,633
109
$791K 0.23%
35,350
+200
110
$783K 0.23%
5,960
-100
111
$782K 0.23%
8,888
-325
112
$782K 0.23%
7,700
+2,300
113
$781K 0.23%
8,755
114
$769K 0.23%
8,206
+1
115
$763K 0.23%
20,288
+500
116
$760K 0.23%
129,160
-10,800
117
$756K 0.22%
12,821
-4,220
118
$752K 0.22%
3,539
-95
119
$749K 0.22%
27,692
120
$747K 0.22%
8,189
+5
121
$747K 0.22%
7,884
-1,320
122
$737K 0.22%
13,912
-896
123
$725K 0.22%
3,454
124
$720K 0.21%
7,849
-100
125
$708K 0.21%
5,665
-85
3 4
5
6 7