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
401
$91K 0.03%
355
+15
402
$91K 0.03%
1,665
403
$91K 0.03%
650
404
$90K 0.03%
1,166
-170
405
$90K 0.03%
1,000
406
$90K 0.03%
2,536
407
$88K 0.03%
2,600
408
$88K 0.03%
567
409
$87K 0.03%
1,134
410
$87K 0.03%
618
-29
411
$86K 0.03%
1,105
+2
412
$85K 0.03%
1,140
413
$84K 0.03%
750
414
$84K 0.03%
3,900
-1,700
415
$82K 0.03%
280
+240
416
$81K 0.03%
5,700
-2,400
417
$80K 0.03%
+1,000
418
$80K 0.03%
725
+604
419
$79K 0.02%
600
-600
420
$79K 0.02%
252
+16
421
$78K 0.02%
275
-200
422
$77K 0.02%
325
423
$77K 0.02%
9,400
+1,400
424
$77K 0.02%
700
425
$76K 0.02%
21,459
15 16
17
18 19