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
276
$179K 0.06%
+4,369
277
$178K 0.06%
2,300
278
$178K 0.06%
1,250
-2,000
279
$178K 0.06%
955
-400
280
$175K 0.05%
5,177
-371
281
$174K 0.05%
3,400
-830
282
$173K 0.05%
740
283
$173K 0.05%
5,231
284
$170K 0.05%
1,974
+3
285
$170K 0.05%
547
286
$170K 0.05%
1,664
+434
287
$170K 0.05%
4,625
288
$169K 0.05%
7,201
-7,648
289
$169K 0.05%
9,831
290
$169K 0.05%
+16,000
291
$168K 0.05%
2,650
+1,500
292
$168K 0.05%
3,123
-177
293
$167K 0.05%
4,512
+1,850
294
$166K 0.05%
1,100
295
$165K 0.05%
884
296
$164K 0.05%
2,235
-315
297
$164K 0.05%
1,240
298
$163K 0.05%
5,956
+230
299
$162K 0.05%
1,500
300
$161K 0.05%
2,550
10 11
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