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
376
$46.8K 0.02%
282
377
$46.8K 0.02%
1,000
378
$46.5K 0.02%
1,500
-1,000
379
$45.1K 0.02%
1,000
380
$45.1K 0.02%
2,215
381
$44.2K 0.02%
200
-70
382
$43.9K 0.02%
1,200
383
$43.8K 0.02%
2,406
384
$43.6K 0.02%
+3,500
385
$43.5K 0.02%
1,650
386
$43.4K 0.02%
600
387
$43.2K 0.02%
2,214
+89
388
$42.6K 0.02%
5,200
389
$42.5K 0.02%
1,500
390
$42.4K 0.02%
320
391
$42.2K 0.02%
2,000
392
$41.9K 0.02%
447
393
$41.9K 0.02%
636
-50
394
$41.5K 0.02%
763
-19
395
$41.3K 0.02%
1,000
396
$40.9K 0.02%
600
-13
397
$40.3K 0.02%
500
398
$40.1K 0.02%
400
399
$39.9K 0.02%
450
-100
400
$39.6K 0.02%
3,250
14 15
16
17 18