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
326
$71.3K 0.04%
900
327
$71K 0.04%
2,650
328
$70.8K 0.04%
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329
$70.8K 0.04%
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$70.5K 0.04%
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331
$70.2K 0.04%
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332
$70.1K 0.04%
550
333
$70K 0.04%
1,130
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$69.9K 0.04%
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335
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+1
336
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337
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338
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1,150
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339
$65.3K 0.04%
450
340
$64.8K 0.04%
410
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342
$64.1K 0.03%
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400
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346
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591
347
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1,503
-1,000
348
$61.1K 0.03%
720
349
$60.2K 0.03%
680
+1
350
$60.1K 0.03%
604
-121
12 13
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