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
376
$46.4K 0.02%
500
377
$46.4K 0.02%
447
378
$46.2K 0.02%
1,150
379
$45.4K 0.02%
500
380
$44.7K 0.02%
346
-80
381
$44.4K 0.02%
522
382
$43.1K 0.02%
1,005
+160
383
$42.3K 0.02%
+500
384
$42.2K 0.02%
3,250
385
$41.7K 0.02%
1,200
386
$40.5K 0.02%
1,882
387
$40.3K 0.02%
+2,400
388
$40K 0.02%
196
389
$39.4K 0.02%
545
-10
390
$39K 0.02%
500
391
$38.3K 0.02%
207
392
$38.1K 0.02%
105
393
$37.5K 0.02%
576
394
$37K 0.02%
605
395
$36.7K 0.02%
1,202
+150
396
$36.6K 0.02%
350
-100
397
$35.9K 0.02%
147
+50
398
$35.4K 0.02%
+500
399
$34.9K 0.02%
949
+8
400
$34.9K 0.02%
750
14 15
16
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