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
$191M
AUM Growth
+$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$328K
2
+$280K
3
+$204K
4
TSLA icon
Tesla
TSLA
+$200K
5
SQM icon
Sociedad Química y Minera de Chile
SQM
+$195K

Top Sells

1
+$933K
2
+$283K
3
+$268K
4
BBVA icon
Banco Bilbao Vizcaya Argentaria
BBVA
+$256K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$253K

Sector Composition

1 Technology 21.22%
2 Healthcare 10.21%
3 Financials 8.12%
4 Industrials 8.05%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$135K 0.07%
6,418
+54
227
$133K 0.07%
195
+50
228
$130K 0.07%
260
229
$129K 0.07%
800
-200
230
$128K 0.07%
8,575
231
$127K 0.07%
635
232
$125K 0.07%
1,650
-2,200
233
$124K 0.07%
3,649
-1,825
234
$124K 0.07%
926
-5
235
$122K 0.06%
540
236
$122K 0.06%
1,800
237
$121K 0.06%
1,300
238
$121K 0.06%
2,950
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239
$120K 0.06%
2,000
240
$119K 0.06%
550
-24
241
$118K 0.06%
591
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242
$118K 0.06%
1,550
-2,750
243
$118K 0.06%
1,340
-1,674
244
$117K 0.06%
9,831
245
$117K 0.06%
330
246
$114K 0.06%
360
247
$113K 0.06%
1,110
248
$113K 0.06%
1,600
249
$112K 0.06%
1,906
-100
250
$111K 0.06%
3,075
8 9
10
11 12