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

Top Sells

1
+$933K
2
+$283K
3
+$268K
4
BBVA icon
Banco Bilbao Vizcaya Argentaria
BBVA
+$256K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$253K

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
351
$58.8K 0.03%
604
352
$58.3K 0.03%
2,700
-4,600
353
$58.1K 0.03%
257
-103
354
$57.7K 0.03%
1,068
355
$57.5K 0.03%
600
356
$57.1K 0.03%
306
-104
357
$55.7K 0.03%
250
-60
358
$55.2K 0.03%
3,000
359
$54.1K 0.03%
1,217
360
$53.8K 0.03%
648
361
$53.3K 0.03%
700
-150
362
$52.8K 0.03%
1,485
-1,200
363
$52.5K 0.03%
1,000
-1,200
364
$50.7K 0.03%
750
365
$50K 0.03%
700
366
$49.4K 0.03%
500
367
$49.3K 0.03%
544
+19
368
$48.9K 0.03%
1,200
369
$48.7K 0.03%
678
-16
370
$48.6K 0.03%
500
371
$48.5K 0.03%
3,700
372
$48.3K 0.03%
320
-75
373
$48K 0.03%
1,000
+500
374
$47.7K 0.03%
1,276
-227
375
$47.1K 0.02%
3,000
13 14
15
16 17