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
$218M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$524K
3
+$327K
4
CCI icon
Crown Castle
CCI
+$279K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$221K

Top Sells

1
+$441K
2
+$388K
3
+$275K
4
FLNG icon
FLEX LNG
FLNG
+$267K
5
CSCO icon
Cisco
CSCO
+$158K

Sector Composition

1 Technology 25.32%
2 Healthcare 8.92%
3 Industrials 8.47%
4 Financials 8.4%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$141K 0.06%
1,006
227
$141K 0.06%
3,251
228
$140K 0.06%
260
229
$137K 0.06%
3,075
230
$137K 0.06%
838
231
$135K 0.06%
500
232
$134K 0.06%
2,796
233
$132K 0.06%
1,125
234
$132K 0.06%
2,050
235
$131K 0.06%
1,461
+201
236
$131K 0.06%
2,233
+31
237
$131K 0.06%
5,610
+5,600
238
$130K 0.06%
900
-200
239
$129K 0.06%
1,741
+43
240
$129K 0.06%
3,000
241
$129K 0.06%
700
242
$127K 0.06%
938
243
$126K 0.06%
6,746
+6,116
244
$126K 0.06%
2,000
245
$125K 0.06%
3,957
-616
246
$125K 0.06%
800
247
$124K 0.06%
1,976
248
$123K 0.06%
255
+21
249
$120K 0.06%
9,065
-2,561
250
$120K 0.06%
2,078
+400
8 9
10
11 12