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
351
$60K 0.03%
7,952
352
$59.9K 0.03%
1,730
353
$59.5K 0.03%
2,000
354
$59.1K 0.03%
792
355
$58.6K 0.03%
7,168
+1,000
356
$58.6K 0.03%
357
357
$58.6K 0.03%
270
+70
358
$57.5K 0.03%
1,800
-2,250
359
$56.7K 0.03%
200
+100
360
$56.1K 0.03%
1,068
361
$55.7K 0.03%
3,100
362
$55.3K 0.03%
+1,000
363
$54.8K 0.03%
2,215
364
$53.9K 0.03%
326
-250
365
$53.5K 0.03%
3,000
366
$53.4K 0.03%
648
367
$53.1K 0.03%
782
-1,076
368
$52.9K 0.03%
1,217
369
$52.6K 0.03%
500
370
$51.7K 0.03%
600
371
$51.6K 0.03%
300
372
$50.6K 0.03%
+3,000
373
$50.6K 0.03%
500
374
$50.5K 0.03%
1,500
375
$50.3K 0.03%
2,500
13 14
15
16 17