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
426
$76K 0.02%
+2,650
427
$74K 0.02%
2,200
428
$74K 0.02%
341
429
$73K 0.02%
1,664
430
$73K 0.02%
600
431
$72K 0.02%
1,200
432
$72K 0.02%
1,000
433
$72K 0.02%
1,200
434
$71K 0.02%
1,125
+300
435
$71K 0.02%
1,168
436
$71K 0.02%
5,800
437
$70K 0.02%
700
438
$70K 0.02%
1,040
+2
439
$70K 0.02%
20,000
440
$69K 0.02%
300
441
$69K 0.02%
250
442
$68K 0.02%
1,128
443
$68K 0.02%
591
444
$68K 0.02%
2,299
445
$68K 0.02%
1,500
446
$67K 0.02%
750
447
$66K 0.02%
900
448
$66K 0.02%
450
449
$66K 0.02%
+280
450
$66K 0.02%
3,575
16 17
18
19 20