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
$184M
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1
+$226K
2
+$181K
3
+$152K
4
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$138K
5
CRDO icon
Credo Technology Group
CRDO
+$121K

Top Sells

1
+$1.24M
2
+$1.08M
3
+$881K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$815K
5
COST icon
Costco
COST
+$480K

Sector Composition

1 Technology 18.55%
2 Healthcare 11.89%
3 Financials 9.14%
4 Industrials 8.27%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$35.6K 0.02%
140
427
$35.2K 0.02%
600
428
$34.4K 0.02%
2,000
429
$33.7K 0.02%
1,600
430
$33.2K 0.02%
182
-60
431
$32.9K 0.02%
1,500
-1,000
432
$32.9K 0.02%
1,269
-546
433
$32.9K 0.02%
950
-150
434
$31.9K 0.02%
400
435
$31.7K 0.02%
1,315
+8
436
$31.7K 0.02%
280
437
$30.9K 0.02%
400
438
$30.6K 0.02%
1,000
439
$29.8K 0.02%
680
-55
440
$29.5K 0.02%
2,700
441
$29K 0.02%
900
442
$28.9K 0.02%
3,618
+250
443
$28.5K 0.02%
8,000
444
$28.4K 0.02%
1,015
+8
445
$27.9K 0.02%
686
-100
446
$27.9K 0.02%
1,100
-3,000
447
$27.9K 0.02%
644
448
$27.3K 0.01%
1,700
-400
449
$26.8K 0.01%
231
450
$26.6K 0.01%
560
16 17
18
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