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
201
$337K 0.1%
2,710
202
$337K 0.1%
3,355
+189
203
$337K 0.1%
3,728
204
$336K 0.1%
38,316
-1,729
205
$336K 0.1%
5,637
-9,793
206
$336K 0.1%
4,288
207
$330K 0.1%
6,450
-955
208
$328K 0.1%
2,470
209
$324K 0.1%
5,524
+10
210
$322K 0.1%
641
+57
211
$322K 0.1%
14,975
-1,200
212
$308K 0.09%
4,730
213
$306K 0.09%
1,525
214
$306K 0.09%
1,575
215
$305K 0.09%
6,118
-2,512
216
$303K 0.09%
14,225
-1,200
217
$292K 0.09%
2,925
218
$292K 0.09%
1,525
+800
219
$291K 0.09%
2,600
220
$286K 0.08%
6,730
-457
221
$286K 0.08%
1,095
-50
222
$285K 0.08%
5,268
223
$285K 0.08%
6,340
+469
224
$284K 0.08%
13,375
-1,200
225
$279K 0.08%
4,317
+7
7 8
9
10 11