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
251
$216K 0.07%
3,000
252
$213K 0.07%
8,064
+2,564
253
$213K 0.07%
1,770
+200
254
$212K 0.07%
1,614
+1,014
255
$211K 0.07%
3,220
256
$210K 0.07%
860
-2,264
257
$209K 0.07%
2,559
-284
258
$208K 0.06%
1,383
+1
259
$207K 0.06%
3,375
-1,000
260
$205K 0.06%
1,925
261
$204K 0.06%
710
262
$204K 0.06%
12,000
-19,300
263
$202K 0.06%
53,991
264
$200K 0.06%
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265
$195K 0.06%
900
266
$195K 0.06%
1,094
267
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268
$193K 0.06%
18,900
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269
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3,093
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270
$192K 0.06%
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272
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1,000
273
$183K 0.06%
1,616
+2
274
$180K 0.06%
5,500
-500
275
$180K 0.06%
520
-100
9 10
11
12 13