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
301
$80.8K 0.04%
2,100
302
$80.1K 0.04%
1,200
303
$79.9K 0.04%
600
304
$79K 0.04%
2,500
305
$78.6K 0.04%
2,253
306
$77.8K 0.04%
150
307
$77.1K 0.04%
606
308
$77K 0.04%
521
309
$76.1K 0.04%
1,931
310
$75.9K 0.03%
289
-134
311
$75.3K 0.03%
1,500
312
$74.9K 0.03%
1,294
+994
313
$74.4K 0.03%
2,600
-850
314
$74.2K 0.03%
837
+119
315
$74K 0.03%
1,276
316
$72.6K 0.03%
550
317
$72.5K 0.03%
2,200
318
$72.2K 0.03%
335
319
$70.8K 0.03%
2,000
-2,000
320
$70.6K 0.03%
600
321
$69.8K 0.03%
792
322
$69.4K 0.03%
275
323
$68.4K 0.03%
2,578
324
$67.3K 0.03%
1,500
325
$66.8K 0.03%
1,102
11 12
13
14 15