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
351
$44.9K 0.02%
688
352
$44.7K 0.02%
447
353
$44K 0.02%
750
-1,400
354
$43.8K 0.02%
481
-75
355
$43.6K 0.02%
1,000
356
$43K 0.02%
500
357
$42.9K 0.02%
196
358
$42.4K 0.02%
1,882
359
$42.1K 0.02%
522
360
$41.7K 0.02%
207
361
$40.7K 0.02%
525
+125
362
$40.4K 0.02%
400
363
$40.1K 0.02%
500
+200
364
$40K 0.02%
335
+235
365
$39.7K 0.02%
1,000
366
$39.5K 0.02%
529
367
$39.4K 0.02%
500
368
$39.2K 0.02%
980
+8
369
$39K 0.02%
295
370
$38.6K 0.02%
1,381
+505
371
$38K 0.02%
200
372
$37.5K 0.02%
+2,200
373
$37K 0.02%
796
374
$36.6K 0.02%
500
375
$36.3K 0.02%
820
13 14
15
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