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

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
326
$68.7K 0.04%
1,955
+900
327
$68.6K 0.04%
500
328
$68.3K 0.04%
450
329
$67.4K 0.04%
521
330
$66.2K 0.03%
950
331
$65.3K 0.03%
400
332
$64.9K 0.03%
905
-498
333
$64.2K 0.03%
1,225
334
$63.5K 0.03%
1,800
335
$62.8K 0.03%
591
336
$62.4K 0.03%
1,730
337
$62.1K 0.03%
7,952
338
$61.6K 0.03%
2,000
339
$61.5K 0.03%
2,200
340
$61.4K 0.03%
300
341
$61.1K 0.03%
1,931
342
$60.9K 0.03%
792
343
$60.8K 0.03%
200
344
$60.7K 0.03%
1,200
+150
345
$60.6K 0.03%
326
346
$60.5K 0.03%
1,690
-994
347
$60.4K 0.03%
700
348
$60.1K 0.03%
682
+2
349
$60K 0.03%
720
350
$59.6K 0.03%
1,700