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
$191M
AUM Growth
+$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$328K
2
+$280K
3
+$204K
4
TSLA icon
Tesla
TSLA
+$200K
5
SQM icon
Sociedad Química y Minera de Chile
SQM
+$195K

Top Sells

1
+$933K
2
+$283K
3
+$268K
4
BBVA icon
Banco Bilbao Vizcaya Argentaria
BBVA
+$256K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$253K

Sector Composition

1 Technology 21.22%
2 Healthcare 10.21%
3 Financials 8.12%
4 Industrials 8.05%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$25.2K 0.01%
1,314
452
$24.9K 0.01%
+500
453
$24.9K 0.01%
+304
454
$24.8K 0.01%
217
455
$24.6K 0.01%
10
456
$24.4K 0.01%
750
-750
457
$24.2K 0.01%
2,864
-1,000
458
$24K 0.01%
3,000
-4,168
459
$24K 0.01%
325
460
$23.2K 0.01%
200
-80
461
$23.1K 0.01%
8,000
462
$22.5K 0.01%
2,768
-850
463
$22.1K 0.01%
425
464
$21.9K 0.01%
438
465
$21.9K 0.01%
1,040
466
$21.8K 0.01%
335
467
$21.6K 0.01%
990
468
$21.4K 0.01%
1,831
469
$21.4K 0.01%
165
470
$21.4K 0.01%
1,000
471
$20.9K 0.01%
2,000
472
$20.9K 0.01%
100
473
$20.7K 0.01%
1,287
-1,073
474
$20.5K 0.01%
840
+3
475
$20.3K 0.01%
800
17 18
19
20 21