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
251
$111K 0.06%
+2,700
252
$110K 0.06%
2,300
-4,300
253
$109K 0.06%
7,540
254
$109K 0.06%
1,288
+38
255
$109K 0.06%
775
256
$109K 0.06%
1,630
+38
257
$108K 0.06%
1,940
+2
258
$108K 0.06%
1,100
259
$107K 0.06%
2,000
260
$105K 0.06%
600
261
$105K 0.06%
1,370
+37
262
$105K 0.05%
700
263
$104K 0.05%
3,400
264
$102K 0.05%
900
+400
265
$101K 0.05%
525
266
$100K 0.05%
2,290
267
$99.8K 0.05%
1,168
268
$99.2K 0.05%
+8,000
269
$97.6K 0.05%
351
270
$97.5K 0.05%
2,256
+1
271
$96K 0.05%
1,000
-500
272
$95.1K 0.05%
253
+48
273
$95K 0.05%
625
274
$94.7K 0.05%
650
+25
275
$94.1K 0.05%
600
9 10
11
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