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
$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
426
$31.5K 0.02%
3,000
427
$30.6K 0.02%
403
-477
428
$30.6K 0.02%
1,600
429
$30.3K 0.02%
2,100
-1,000
430
$30.1K 0.02%
1,058
431
$29.9K 0.02%
+100
432
$29.4K 0.02%
1,000
-1,500
433
$29.3K 0.02%
+350
434
$28.7K 0.02%
380
-20
435
$28.7K 0.02%
900
436
$28.6K 0.02%
197
437
$28.1K 0.01%
225
438
$28K 0.01%
1,023
+8
439
$28K 0.01%
300
440
$27.5K 0.01%
302
441
$27.4K 0.01%
560
442
$27.2K 0.01%
1,014
-255
443
$27.2K 0.01%
1,700
444
$26.9K 0.01%
3,040
+800
445
$26.7K 0.01%
+500
446
$26.7K 0.01%
900
447
$26.3K 0.01%
600
448
$26.1K 0.01%
622
-22
449
$25.4K 0.01%
400
450
$25.3K 0.01%
265
16 17
18
19 20