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
126
$702K 0.21%
4,645
127
$702K 0.21%
15,950
-300
128
$696K 0.21%
8,542
129
$692K 0.21%
10,340
+860
130
$687K 0.2%
5,367
+263
131
$675K 0.2%
9,719
-844
132
$645K 0.19%
3,315
133
$641K 0.19%
3,944
+473
134
$640K 0.19%
43,098
-2,119
135
$636K 0.19%
59,467
+5,029
136
$630K 0.19%
14,037
+2,426
137
$627K 0.19%
17,404
+169
138
$624K 0.19%
5,694
-148
139
$620K 0.18%
50,888
-1,367
140
$615K 0.18%
37,500
+3,000
141
$613K 0.18%
3,463
-55
142
$604K 0.18%
3,937
-50
143
$595K 0.18%
11,830
144
$592K 0.18%
3,243
+75
145
$585K 0.17%
10,879
146
$573K 0.17%
4,469
-1,246
147
$571K 0.17%
5,600
+600
148
$562K 0.17%
13,650
+20
149
$562K 0.17%
6,150
+550
150
$559K 0.17%
29,630
-350
4 5
6
7 8