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
276
$94.1K 0.05%
1,143
+132
277
$93.1K 0.05%
1,125
-100
278
$92.1K 0.05%
1,200
-2,100
279
$92K 0.05%
1,678
280
$90.9K 0.05%
1,665
281
$90.6K 0.05%
575
+400
282
$90.4K 0.05%
400
283
$89.5K 0.05%
280
284
$88.2K 0.05%
1,100
-2,200
285
$88.1K 0.05%
2,610
286
$87.9K 0.05%
7,200
-1,600
287
$87.1K 0.05%
938
288
$86.9K 0.05%
5,300
289
$86.6K 0.05%
1,520
290
$86.5K 0.05%
940
291
$86.1K 0.05%
900
292
$85.1K 0.04%
1,000
-2,000
293
$85K 0.04%
2,004
294
$85K 0.04%
838
295
$84.9K 0.04%
600
296
$84.7K 0.04%
1,000
297
$84.1K 0.04%
1,212
298
$83.9K 0.04%
1,213
+1
299
$83.6K 0.04%
355
300
$83.4K 0.04%
4,112
+3,000
10 11
12
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