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
$321M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$612K
2
+$351K
3
+$239K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$236K
5
ZBRA icon
Zebra Technologies
ZBRA
+$188K

Top Sells

1
+$4.33M
2
+$2.84M
3
+$1.9M
4
AMZN icon
Amazon
AMZN
+$1.62M
5
META icon
Meta Platforms (Facebook)
META
+$1.29M

Sector Composition

1 Technology 23.09%
2 Financials 10.83%
3 Healthcare 9.92%
4 Consumer Discretionary 8.57%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$65K 0.02%
900
-336
452
$64K 0.02%
6,080
+39
453
$64K 0.02%
950
454
$63K 0.02%
900
-300
455
$63K 0.02%
750
+50
456
$62K 0.02%
1,200
457
$62K 0.02%
3,500
458
$62K 0.02%
1,927
-143
459
$61K 0.02%
1,037
+30
460
$61K 0.02%
1,217
461
$60K 0.02%
349
+1
462
$60K 0.02%
4,500
463
$60K 0.02%
720
464
$60K 0.02%
3,000
465
$60K 0.02%
700
466
$59K 0.02%
1,037
+1
467
$59K 0.02%
300
468
$59K 0.02%
500
469
$59K 0.02%
120
470
$59K 0.02%
950
471
$59K 0.02%
300
-50
472
$58K 0.02%
103
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473
$57K 0.02%
+225
474
$57K 0.02%
1,750
475
$57K 0.02%
150
17 18
19
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