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
251
$120K 0.06%
3,085
252
$118K 0.05%
1,629
+239
253
$116K 0.05%
1,314
-100
254
$115K 0.05%
+6,000
255
$111K 0.05%
625
256
$110K 0.05%
1,527
+1
257
$110K 0.05%
7,190
258
$109K 0.05%
400
259
$109K 0.05%
850
-675
260
$108K 0.05%
500
261
$107K 0.05%
1,637
-100
262
$107K 0.05%
20,400
263
$107K 0.05%
355
264
$103K 0.05%
1,000
265
$102K 0.05%
2,004
266
$101K 0.05%
1,542
+267
267
$101K 0.05%
1,000
268
$99.7K 0.05%
775
269
$98.2K 0.05%
3,300
270
$97.4K 0.04%
1,800
+350
271
$97.2K 0.04%
1,000
272
$96.4K 0.04%
2,050
273
$96.3K 0.04%
+275
274
$94.8K 0.04%
+1,661
275
$93.2K 0.04%
2,600
-950
9 10
11
12 13