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
$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 25.06%
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
426
$22.3K 0.01%
46
427
$22.3K 0.01%
1,993
428
$22K 0.01%
43
+2
429
$22K 0.01%
877
+1
430
$21.9K 0.01%
1,350
431
$21.5K 0.01%
+125
432
$21.5K 0.01%
1,061
-630
433
$21.4K 0.01%
3,000
434
$21K 0.01%
1,000
435
$20.9K 0.01%
400
-1,580
436
$20.8K 0.01%
400
437
$20.8K 0.01%
146
438
$20.6K 0.01%
1,000
439
$20.5K 0.01%
600
440
$20.4K 0.01%
125
441
$20.3K 0.01%
1,000
442
$20.2K 0.01%
220
443
$20K 0.01%
698
444
$19.9K 0.01%
79
-16
445
$19.9K 0.01%
220
446
$19.4K 0.01%
1,000
447
$19.3K 0.01%
1,350
-4,350
448
$18.6K 0.01%
271
449
$18.5K 0.01%
529
-400
450
$18.3K 0.01%
650
16 17
18
19 20