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
301
$80.9K 0.04%
2,610
302
$80.6K 0.04%
1,134
303
$80K 0.04%
+225
304
$79.9K 0.04%
2,255
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305
$79.4K 0.04%
2,090
-500
306
$79.2K 0.04%
1,011
+35
307
$79.2K 0.04%
145
308
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2,000
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309
$78.5K 0.04%
600
310
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355
311
$77.3K 0.04%
1,051
-274
312
$76.5K 0.04%
1,465
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313
$76.4K 0.04%
2,593
-500
314
$76K 0.04%
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315
$75.8K 0.04%
2,500
316
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317
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319
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310
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321
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322
$72.7K 0.04%
155
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323
$72K 0.04%
205
-15
324
$71.7K 0.04%
2,500
-100
325
$71.5K 0.04%
2,200
11 12
13
14 15