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

Top Buys

1 +$431K
2 +$353K
3 +$286K
4
SMR icon
NuScale Power
SMR
+$254K
5
PSN icon
Parsons
PSN
+$231K

Top Sells

1 +$560K
2 +$256K
3 +$173K
4
AAPL icon
Apple
AAPL
+$159K
5
SHOP icon
Shopify
SHOP
+$149K

Sector Composition

1 Technology 28.55%
2 Financials 8.82%
3 Industrials 8.51%
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
$36B
$18.1K 0.01%
146
TZA icon
452
Direxion Daily Small Cap Bear 3x Shares
TZA
$299M
$18.1K 0.01%
2,200
VRTX icon
453
Vertex Pharmaceuticals
VRTX
$108B
$18K 0.01%
46
LNG icon
454
Cheniere Energy
LNG
$45.3B
$17.6K 0.01%
75
THQ
455
abrdn Healthcare Opportunities Fund
THQ
$780M
$17.3K 0.01%
1,000
AYI icon
456
Acuity Brands
AYI
$11.1B
$17.2K 0.01%
50
YUMC icon
457
Yum China
YUMC
$17.3B
$17.2K 0.01%
400
ETHE
458
Grayscale Ethereum Trust ETF
ETHE
$3.1B
$17.1K 0.01%
500
OUSA icon
459
ALPS O'Shares US Quality Dividend ETF
OUSA
$814M
$17.1K 0.01%
303
DPG
460
Duff & Phelps Utility and Infrastructure Fund
DPG
$479M
$16.8K 0.01%
1,300
EBND icon
461
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.21B
$16.6K 0.01%
776
+48
BIDU icon
462
Baidu
BIDU
$41.2B
$15.8K 0.01%
120
ALGN icon
463
Align Technology
ALGN
$10.5B
$15.7K 0.01%
125
-25
IYH icon
464
iShares US Healthcare ETF
IYH
$3.52B
$15.6K 0.01%
265
OPEN icon
465
Opendoor
OPEN
$6.81B
$15.5K 0.01%
2,015
MMM icon
466
3M
MMM
$90.6B
$15.5K 0.01%
100
NMM icon
467
Navios Maritime Partners
NMM
$1.55B
$15.5K 0.01%
343
FSCO
468
FS Credit Opportunities Corp
FSCO
$1.2B
$15.2K 0.01%
2,200
BTC
469
Grayscale Bitcoin Mini Trust ETF
BTC
$3.73B
$15.2K 0.01%
300
LPG icon
470
Dorian LPG
LPG
$1.06B
$14.9K 0.01%
500
CCJ icon
471
Cameco
CCJ
$38.1B
$14.7K 0.01%
175
QQQM icon
472
Invesco NASDAQ 100 ETF
QQQM
$69.9B
$14.6K 0.01%
59
CI icon
473
Cigna
CI
$73.1B
$14.4K 0.01%
50
CTVA icon
474
Corteva
CTVA
$45B
$14.4K 0.01%
213
BFZ icon
475
BlackRock CA Municipal Income Trust
BFZ
$327M
$14.2K 0.01%
1,300