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
$212M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$249K
3
+$205K
4
CPZ
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
+$149K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$145K

Top Sells

1
+$1.45M
2
+$1.2M
3
+$309K
4
FSLR icon
First Solar
FSLR
+$307K
5
UNH icon
UnitedHealth
UNH
+$266K

Sector Composition

1 Technology 25.07%
2 Financials 9.41%
3 Healthcare 7.75%
4 Industrials 7.65%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$77.8K 0.04%
2,610
277
$77.2K 0.04%
1,076
278
$76.9K 0.04%
600
-250
279
$76.4K 0.04%
250
280
$76.1K 0.04%
521
281
$75.8K 0.04%
6,010
282
$75.7K 0.04%
2,100
283
$75.4K 0.04%
675
284
$75.1K 0.04%
205
285
$75K 0.04%
8,000
286
$74K 0.03%
2,200
287
$73.8K 0.03%
930
288
$73.4K 0.03%
400
289
$72K 0.03%
735
-75
290
$71.6K 0.03%
251
291
$71.5K 0.03%
450
292
$70.7K 0.03%
1,300
-200
293
$69.6K 0.03%
105
294
$69K 0.03%
3,000
295
$68.9K 0.03%
500
-1,100
296
$68.1K 0.03%
1,000
297
$67.9K 0.03%
361
298
$65.5K 0.03%
275
299
$65.1K 0.03%
1,600
-1,000
300
$65.1K 0.03%
3,500
10 11
12
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