OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+12.41%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$218M
AUM Growth
+$19M
(+9.5%)
Cap. Flow
+$2.49M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
32.28%
Holding
670
New
33
Increased
103
Reduced
104
Closed
31
Top Buys
| 1 |
Super Micro Computer
SMCI
|
$996K |
| 2 |
First Solar
FSLR
|
$524K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$327K |
| 4 |
Crown Castle
CCI
|
$279K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$221K |
Top Sells
| 1 |
Tesla
TSLA
|
$441K |
| 2 |
Apple
AAPL
|
$388K |
| 3 |
Aflac
AFL
|
$275K |
| 4 |
FLEX LNG
FLNG
|
$267K |
| 5 |
Cisco
CSCO
|
$158K |
Sector Composition
| 1 | Technology | 25.32% |
| 2 | Healthcare | 8.91% |
| 3 | Industrials | 8.47% |
| 4 | Financials | 8.4% |
| 5 | Communication Services | 5.66% |
