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
326
$66.5K 0.03%
500
+20
327
$66.4K 0.03%
700
328
$64.7K 0.03%
516
329
$64.6K 0.03%
3,658
330
$64.4K 0.03%
1,000
331
$64.1K 0.03%
+200
332
$64.1K 0.03%
281
333
$62.9K 0.03%
250
334
$62.6K 0.03%
1,068
335
$62.4K 0.03%
250
336
$61.8K 0.03%
912
337
$61.7K 0.03%
850
338
$61.4K 0.03%
687
+1
339
$60.6K 0.03%
1,115
-140
340
$60.4K 0.03%
130
341
$60.2K 0.03%
1,000
-1,400
342
$60.2K 0.03%
+750
343
$60.1K 0.03%
1,200
344
$59.9K 0.03%
3,997
+150
345
$59.4K 0.03%
3,000
346
$59.4K 0.03%
+300
347
$59.3K 0.03%
1,800
348
$59K 0.03%
480
349
$58.1K 0.03%
3,500
-1,800
350
$58K 0.03%
800
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