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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
$252M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1 +$372K
2 +$307K
3 +$281K
4
GLD icon
SPDR Gold Trust
GLD
+$257K
5
PSN icon
Parsons
PSN
+$216K

Top Sells

1 +$523K
2 +$240K
3 +$176K
4
AAPL icon
Apple
AAPL
+$141K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$137K

Sector Composition

1 Technology 28.54%
2 Financials 8.83%
3 Industrials 8.46%
4 Communication Services 6.55%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KMB icon
451
Kimberly-Clark
KMB
$34B
$18.1K 0.01%
146
TZA icon
452
Direxion Daily Small Cap Bear 3x ETF
TZA
$227M
$18.1K 0.01%
2,200
VRTX icon
453
Vertex Pharmaceuticals
VRTX
$113B
$18K 0.01%
46
LNG icon
454
Cheniere Energy
LNG
$50.6B
$17.6K 0.01%
75
THQ
455
abrdn Healthcare Opportunities Fund
THQ
$772M
$17.3K 0.01%
1,000
AYI icon
456
Acuity Brands
AYI
$9.01B
$17.2K 0.01%
50
YUMC icon
457
Yum China
YUMC
$15.5B
$17.2K 0.01%
400
ETHE
458
Grayscale Ethereum Staking ETF Shares
ETHE
$1.35B
$17.1K 0.01%
500
OUSA icon
459
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$742M
$17.1K 0.01%
303
DPG
460
Duff & Phelps Utility and Infrastructure Fund
DPG
$524M
$16.8K 0.01%
1,300
EBND icon
461
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.26B
$16.6K 0.01%
776
+48
BIDU icon
462
Baidu
BIDU
$39.4B
$15.8K 0.01%
120
ALGN icon
463
Align Technology
ALGN
$12.5B
$15.7K 0.01%
125
-25
IYH icon
464
iShares US Healthcare ETF
IYH
$3.08B
$15.6K 0.01%
265
OPEN icon
465
Opendoor
OPEN
$4.28B
$15.5K 0.01%
2,015
MMM icon
466
3M
MMM
$82.6B
$15.5K 0.01%
100
NMM icon
467
Navios Maritime Partners
NMM
$2.14B
$15.5K 0.01%
343
FSCO
468
FS Credit Opportunities Corp
FSCO
$973M
$15.2K 0.01%
2,200
BTC
469
Grayscale Bitcoin Mini Trust ETF
BTC
$3.37B
$15.2K 0.01%
300
LPG icon
470
Dorian LPG
LPG
$1.93B
$14.9K 0.01%
500
CCJ icon
471
Cameco
CCJ
$44B
$14.7K 0.01%
175
QQQM icon
472
Invesco NASDAQ 100 ETF
QQQM
$95.2B
$14.6K 0.01%
59
CI icon
473
Cigna
CI
$78.8B
$14.4K 0.01%
50
CTVA icon
474
Corteva
CTVA
$50.9B
$14.4K 0.01%
213
BFZ
475
DELISTED
BlackRock CA Municipal Income Trust
BFZ
$14.2K 0.01%
1,300