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
176
$435K 0.13%
6,900
177
$434K 0.13%
8,200
+3,750
178
$425K 0.13%
18,386
-3,397
179
$419K 0.12%
1,500
180
$412K 0.12%
18,050
-500
181
$406K 0.12%
21,752
+3,334
182
$393K 0.12%
20,400
183
$392K 0.12%
5,277
-711
184
$386K 0.11%
7,150
-307
185
$385K 0.11%
101
+1
186
$381K 0.11%
3,539
+18
187
$377K 0.11%
2,395
-475
188
$377K 0.11%
3,985
+871
189
$377K 0.11%
4,650
+900
190
$376K 0.11%
2,700
-500
191
$368K 0.11%
2,248
-830
192
$366K 0.11%
16,759
193
$358K 0.11%
2,002
194
$352K 0.1%
3,020
+11
195
$351K 0.1%
2,875
-250
196
$348K 0.1%
2,716
197
$346K 0.1%
5,626
-148
198
$342K 0.1%
2,360
+75
199
$339K 0.1%
1,048
-405
200
$338K 0.1%
10,679
6 7
8
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