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
401
$27.3K 0.01%
560
402
$27.1K 0.01%
380
403
$27K 0.01%
44
404
$26.5K 0.01%
450
405
$26.3K 0.01%
54
406
$26.1K 0.01%
200
407
$26.1K 0.01%
300
+100
408
$25.9K 0.01%
262
-28
409
$25.9K 0.01%
1,560
410
$25.9K 0.01%
2,200
411
$25.7K 0.01%
+550
412
$25.3K 0.01%
1,000
413
$25K 0.01%
200
414
$24.8K 0.01%
50
415
$24.7K 0.01%
1,500
416
$24.5K 0.01%
425
417
$24.4K 0.01%
100
418
$24.3K 0.01%
300
-400
419
$24.3K 0.01%
1,600
420
$24.1K 0.01%
216
+16
421
$23.8K 0.01%
140
+40
422
$23.5K 0.01%
500
423
$23.5K 0.01%
510
+300
424
$23.4K 0.01%
250
425
$23.3K 0.01%
2,000
15 16
17
18 19