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
301
$82.4K 0.04%
2,593
302
$81.9K 0.04%
2,100
303
$81.7K 0.04%
1,081
+30
304
$81.6K 0.04%
2,000
305
$81.5K 0.04%
1,134
306
$81.3K 0.04%
1,065
-400
307
$80.9K 0.04%
2,500
308
$80.7K 0.04%
1,912
+1,232
309
$80.7K 0.04%
1,000
310
$80.5K 0.04%
1,298
311
$80.1K 0.04%
1,100
312
$79.3K 0.04%
6,800
+1,300
313
$77.5K 0.04%
1,050
314
$77.4K 0.04%
5,950
+50
315
$76.6K 0.04%
950
316
$75.6K 0.04%
2,500
317
$74.9K 0.04%
1,200
318
$74.6K 0.04%
5,467
-1,120
319
$74.2K 0.04%
2,253
320
$73.1K 0.04%
2,650
321
$71.5K 0.04%
900
322
$71.1K 0.04%
550
323
$69.9K 0.04%
1,130
324
$69.3K 0.04%
2,578
325
$69K 0.04%
150
-30
11 12
13
14 15