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
$184M
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1
+$226K
2
+$181K
3
+$152K
4
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$138K
5
CRDO icon
Credo Technology Group
CRDO
+$121K

Top Sells

1
+$1.24M
2
+$1.08M
3
+$881K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$815K
5
COST icon
Costco
COST
+$480K

Sector Composition

1 Technology 18.55%
2 Healthcare 11.89%
3 Financials 9.14%
4 Industrials 8.27%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$92.7K 0.05%
400
-100
277
$92.7K 0.05%
280
278
$92.6K 0.05%
2,253
279
$92.3K 0.05%
180
280
$92.3K 0.05%
360
-75
281
$92.1K 0.05%
2,684
282
$92K 0.05%
1,403
+1
283
$90.4K 0.05%
700
284
$90.4K 0.05%
6,587
+100
285
$89.7K 0.05%
625
+50
286
$88.3K 0.05%
525
287
$87.2K 0.05%
838
288
$85.8K 0.05%
900
289
$85.4K 0.05%
2,100
290
$85.3K 0.05%
940
-75
291
$84.7K 0.05%
1,100
-400
292
$84.6K 0.05%
625
-300
293
$84.6K 0.05%
1,678
-26
294
$84.2K 0.05%
635
295
$84K 0.05%
5,900
+2,500
296
$82.5K 0.04%
1,298
-1,000
297
$82.2K 0.04%
1,212
298
$81.8K 0.04%
1,000
299
$81.1K 0.04%
1,520
300
$81.1K 0.04%
2,004
10 11
12
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