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
$321M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$612K
2
+$351K
3
+$239K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$236K
5
ZBRA icon
Zebra Technologies
ZBRA
+$188K

Top Sells

1
+$4.33M
2
+$2.84M
3
+$1.9M
4
AMZN icon
Amazon
AMZN
+$1.62M
5
META icon
Meta Platforms (Facebook)
META
+$1.29M

Sector Composition

1 Technology 23.09%
2 Financials 10.83%
3 Healthcare 9.92%
4 Consumer Discretionary 8.57%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$249K 0.08%
2,831
+8
227
$249K 0.08%
3,935
+12
228
$248K 0.08%
12,700
-5,700
229
$247K 0.08%
4,256
230
$245K 0.08%
1,410
+985
231
$243K 0.08%
1,660
+250
232
$241K 0.08%
3,976
233
$241K 0.08%
3,950
234
$240K 0.07%
1,700
235
$239K 0.07%
1,000
236
$239K 0.07%
1,515
+100
237
$232K 0.07%
950
-225
238
$231K 0.07%
29,300
239
$230K 0.07%
435
+355
240
$230K 0.07%
971
-51
241
$230K 0.07%
12,025
242
$225K 0.07%
2,050
243
$223K 0.07%
3,600
244
$222K 0.07%
5,450
245
$221K 0.07%
6,248
-341
246
$220K 0.07%
4,074
-300
247
$219K 0.07%
1,112
+83
248
$219K 0.07%
3,263
-494
249
$219K 0.07%
3,000
250
$218K 0.07%
1,984
-15
8 9
10
11 12