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
$321M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$612K
2
+$351K
3
+$239K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$236K
5
ZBRA icon
Zebra Technologies
ZBRA
+$188K

Top Sells

1
+$4.33M
2
+$2.84M
3
+$1.9M
4
AMZN icon
Amazon
AMZN
+$1.62M
5
META icon
Meta Platforms (Facebook)
META
+$1.29M

Sector Composition

1 Technology 23.09%
2 Financials 10.83%
3 Healthcare 9.92%
4 Consumer Discretionary 8.57%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$116K 0.04%
+11,400
352
$116K 0.04%
1,043
+7
353
$115K 0.04%
1,894
354
$115K 0.04%
1,223
-5
355
$114K 0.04%
640
+50
356
$114K 0.04%
2,004
357
$113K 0.04%
2,900
-700
358
$113K 0.04%
+1,413
359
$112K 0.03%
2,228
+803
360
$112K 0.03%
525
361
$111K 0.03%
2,593
362
$110K 0.03%
904
363
$110K 0.03%
1,600
364
$110K 0.03%
827
+19
365
$110K 0.03%
600
+100
366
$110K 0.03%
1,520
367
$106K 0.03%
1,238
368
$106K 0.03%
420
369
$105K 0.03%
1,800
370
$104K 0.03%
1,544
371
$104K 0.03%
1,085
-6,094
372
$104K 0.03%
506
+1
373
$103K 0.03%
3,606
+1,494
374
$102K 0.03%
950
375
$102K 0.03%
6,250
13 14
15
16 17