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
326
$55.3K 0.03%
500
327
$53.3K 0.03%
6,552
328
$52.2K 0.02%
+1,300
329
$51.9K 0.02%
1,000
330
$51.4K 0.02%
480
331
$50.8K 0.02%
4,450
332
$50.5K 0.02%
150
+50
333
$50.3K 0.02%
600
334
$49.7K 0.02%
1,202
335
$48.9K 0.02%
272
-54
336
$48.5K 0.02%
650
-250
337
$48.2K 0.02%
300
338
$47.8K 0.02%
2,215
339
$47.4K 0.02%
1,153
-518
340
$47.3K 0.02%
1,600
341
$47K 0.02%
3,600
-400
342
$46.7K 0.02%
+608
343
$46.7K 0.02%
1,839
-92
344
$46.6K 0.02%
600
345
$46.5K 0.02%
190
346
$46.4K 0.02%
800
347
$46.4K 0.02%
1,146
-1
348
$46.3K 0.02%
3,250
349
$46.2K 0.02%
640
-1,310
350
$45.8K 0.02%
335
12 13
14
15 16