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
276
$91.8K 0.04%
2,500
277
$91.7K 0.04%
1,900
278
$91.1K 0.04%
376
279
$91K 0.04%
7,436
-2,395
280
$90.4K 0.04%
1,000
281
$89.9K 0.04%
1,469
+181
282
$88.9K 0.04%
600
283
$86.8K 0.04%
1,134
284
$86K 0.04%
300
285
$85.3K 0.04%
400
286
$85.1K 0.04%
911
+1
287
$84.5K 0.04%
10,352
288
$84.4K 0.04%
280
289
$84.1K 0.04%
450
290
$83.6K 0.04%
1,700
291
$82.8K 0.04%
950
292
$82.3K 0.04%
1,853
-50
293
$82.2K 0.04%
2,650
294
$82K 0.04%
6,800
295
$81.7K 0.04%
1,168
296
$81.6K 0.04%
1,100
+800
297
$81.6K 0.04%
1,130
298
$81.5K 0.04%
9,338
-15
299
$81.5K 0.04%
2,610
300
$81.4K 0.04%
1,047
+161
10 11
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