OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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
401
$39.5K 0.02%
650
402
$39K 0.02%
200
+193
403
$38.7K 0.02%
1,200
404
$38.6K 0.02%
1,000
405
$38.6K 0.02%
1,293
406
$38.1K 0.02%
917
+6
407
$38.1K 0.02%
200
+18
408
$37.9K 0.02%
196
409
$37.6K 0.02%
522
410
$37.4K 0.02%
1,100
411
$37.2K 0.02%
275
412
$37.1K 0.02%
2,000
413
$36K 0.02%
775
-263
414
$35.5K 0.02%
950
415
$34.9K 0.02%
1,000
-1,000
416
$34.7K 0.02%
1,100
417
$34.3K 0.02%
165
-40
418
$34.2K 0.02%
231
419
$34.2K 0.02%
138
-2
420
$33.8K 0.02%
1,882
421
$33.3K 0.02%
250
-1,250
422
$33.1K 0.02%
500
423
$32.6K 0.02%
+500
424
$32.6K 0.02%
400
425
$31.7K 0.02%
155
+40
15 16
17
18 19