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
376
$102K 0.03%
3,980
-200
377
$102K 0.03%
2,525
+4
378
$101K 0.03%
1,014
+1
379
$100K 0.03%
5,356
380
$100K 0.03%
950
381
$100K 0.03%
+4,719
382
$99K 0.03%
1,520
383
$99K 0.03%
+5,000
384
$98K 0.03%
1,042
+2
385
$98K 0.03%
1,302
-400
386
$96K 0.03%
1,650
387
$95K 0.03%
2,100
-1,300
388
$95K 0.03%
2,574
+13
389
$95K 0.03%
1,274
+44
390
$95K 0.03%
330
391
$94K 0.03%
2,253
392
$94K 0.03%
400
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393
$94K 0.03%
1,142
+1
394
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2,100
-100
395
$93K 0.03%
540
396
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700
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397
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1,125
-1,381
398
$91K 0.03%
447
+22
399
$91K 0.03%
1,000
400
$91K 0.03%
1,000
14 15
16
17 18