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
301
$65K 0.03%
516
302
$64.5K 0.03%
750
303
$64.3K 0.03%
1,068
304
$63.8K 0.03%
1,700
305
$62.9K 0.03%
135
+5
306
$62.4K 0.03%
850
307
$62.2K 0.03%
550
308
$61.9K 0.03%
300
309
$61.8K 0.03%
350
+100
310
$61.3K 0.03%
1,129
-800
311
$61.3K 0.03%
1,200
312
$60.6K 0.03%
506
313
$59.8K 0.03%
1,025
+25
314
$59.1K 0.03%
530
315
$58.8K 0.03%
3,000
+2,000
316
$58.3K 0.03%
3,000
317
$58.2K 0.03%
715
+115
318
$57.1K 0.03%
2,653
+103
319
$56.2K 0.03%
2,668
+700
320
$56.1K 0.03%
325
321
$56.1K 0.03%
1,500
322
$55.8K 0.03%
900
323
$55.8K 0.03%
1,150
324
$55.6K 0.03%
792
325
$55.4K 0.03%
1,115
11 12
13
14 15