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
376
$36.3K 0.02%
200
+175
377
$36.2K 0.02%
6,000
378
$36.1K 0.02%
300
379
$35.6K 0.02%
680
-1,000
380
$34.4K 0.02%
139
381
$33.7K 0.02%
1,306
382
$32.9K 0.02%
1,810
383
$32.5K 0.02%
212
384
$32.3K 0.02%
6,000
+500
385
$31.9K 0.02%
950
386
$31.6K 0.01%
234
+169
387
$31.1K 0.01%
+250
388
$31K 0.01%
518
389
$30.9K 0.01%
500
390
$30.8K 0.01%
+150
391
$30.8K 0.01%
500
392
$30.1K 0.01%
115
393
$29.9K 0.01%
265
394
$29K 0.01%
512
395
$28.7K 0.01%
1,001
396
$28.7K 0.01%
190
397
$28.7K 0.01%
622
398
$28.3K 0.01%
500
399
$27.7K 0.01%
75
-75
400
$27.4K 0.01%
400
14 15
16
17 18