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
376
$49K 0.03%
900
377
$48.9K 0.03%
500
378
$48.9K 0.03%
500
379
$48.5K 0.03%
750
380
$48.4K 0.03%
700
381
$48.4K 0.03%
3,700
382
$47.9K 0.03%
1,000
383
$47.8K 0.03%
700
384
$47.6K 0.03%
694
-26
385
$46.7K 0.03%
1,200
-2,000
386
$46.6K 0.03%
550
-550
387
$46.5K 0.03%
911
+5
388
$46.2K 0.03%
+4,000
389
$45.6K 0.02%
1,000
390
$45.6K 0.02%
650
391
$45.2K 0.02%
395
-50
392
$44.6K 0.02%
1,038
393
$44.5K 0.02%
525
+23
394
$43.8K 0.02%
+4,000
395
$43.5K 0.02%
1,882
396
$43.1K 0.02%
1,000
397
$42.8K 0.02%
2,500
398
$42.5K 0.02%
1,293
399
$42.2K 0.02%
1,650
400
$42.2K 0.02%
1,055
14 15
16
17 18