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
$184M
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1
+$226K
2
+$181K
3
+$152K
4
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$138K
5
CRDO icon
Credo Technology Group
CRDO
+$121K

Top Sells

1
+$1.24M
2
+$1.08M
3
+$881K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$815K
5
COST icon
Costco
COST
+$480K

Sector Composition

1 Technology 18.55%
2 Healthcare 11.89%
3 Financials 9.14%
4 Industrials 8.27%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$26.3K 0.01%
500
452
$26.3K 0.01%
115
+40
453
$26.2K 0.01%
175
+100
454
$26.1K 0.01%
900
455
$25.2K 0.01%
302
-50
456
$25.2K 0.01%
1,058
-927
457
$24.9K 0.01%
265
458
$24.8K 0.01%
197
459
$24.8K 0.01%
3,864
460
$24.7K 0.01%
10
461
$24.5K 0.01%
1,314
462
$24K 0.01%
300
463
$24K 0.01%
600
464
$23.5K 0.01%
225
-250
465
$23.3K 0.01%
300
466
$23.1K 0.01%
217
467
$23K 0.01%
800
468
$23K 0.01%
400
469
$22.8K 0.01%
400
-500
470
$22.8K 0.01%
200
471
$22.5K 0.01%
839
472
$22.4K 0.01%
1,112
-2,500
473
$22.2K 0.01%
1,745
474
$22K 0.01%
325
-250
475
$21.9K 0.01%
400
-300
17 18
19
20 21