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
351
$56.8K 0.03%
326
352
$55.1K 0.03%
3,500
353
$55K 0.03%
650
-775
354
$54.9K 0.03%
105
355
$54.9K 0.03%
1,690
356
$53.4K 0.02%
1,371
357
$53.3K 0.02%
2,215
358
$52.4K 0.02%
1,500
359
$52.2K 0.02%
231
360
$52.1K 0.02%
5,000
361
$52.1K 0.02%
+250
362
$52K 0.02%
678
363
$51.8K 0.02%
600
364
$51.6K 0.02%
600
365
$51.3K 0.02%
530
366
$50.3K 0.02%
400
367
$49.6K 0.02%
200
368
$49.2K 0.02%
1,000
-200
369
$48.9K 0.02%
2,409
+92
370
$48.1K 0.02%
1,200
371
$47.9K 0.02%
1,000
372
$47.7K 0.02%
1,593
373
$47.6K 0.02%
2,193
-100
374
$47.5K 0.02%
1,000
375
$46.8K 0.02%
300
13 14
15
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