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
$212M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$249K
3
+$205K
4
CPZ
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
+$149K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$145K

Top Sells

1
+$1.45M
2
+$1.2M
3
+$309K
4
FSLR icon
First Solar
FSLR
+$307K
5
UNH icon
UnitedHealth
UNH
+$266K

Sector Composition

1 Technology 25.07%
2 Financials 9.41%
3 Healthcare 7.75%
4 Industrials 7.65%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$93.8K 0.04%
266
252
$93.4K 0.04%
1,900
253
$93.3K 0.04%
800
-500
254
$93.1K 0.04%
1,853
255
$92.7K 0.04%
300
256
$92K 0.04%
9,169
257
$91.6K 0.04%
1,908
258
$91.1K 0.04%
2,253
259
$91.1K 0.04%
1,594
260
$90.7K 0.04%
3,100
261
$90K 0.04%
700
-75
262
$89.7K 0.04%
46
+29
263
$89.4K 0.04%
310
+110
264
$87.8K 0.04%
322
265
$87.5K 0.04%
2,555
-375
266
$87.5K 0.04%
8,151
+38
267
$86.8K 0.04%
2,351
-316
268
$85.6K 0.04%
1,829
+399
269
$85.4K 0.04%
950
270
$82.4K 0.04%
1,800
271
$81.8K 0.04%
6,686
272
$80.5K 0.04%
636
-100
273
$80K 0.04%
1,500
274
$79.8K 0.04%
+1,800
275
$79.1K 0.04%
280
9 10
11
12 13