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
$218M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$524K
3
+$327K
4
CCI icon
Crown Castle
CCI
+$279K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$221K

Top Sells

1
+$441K
2
+$388K
3
+$275K
4
FLNG icon
FLEX LNG
FLNG
+$267K
5
CSCO icon
Cisco
CSCO
+$158K

Sector Composition

1 Technology 25.32%
2 Healthcare 8.92%
3 Industrials 8.47%
4 Financials 8.4%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$21.1K 0.01%
600
452
$20.3K 0.01%
350
453
$20.3K 0.01%
876
+4
454
$20.1K 0.01%
700
455
$20K 0.01%
50
456
$19.7K 0.01%
1,306
457
$19.6K 0.01%
650
458
$19.3K 0.01%
+1,000
459
$19.2K 0.01%
75
460
$19.2K 0.01%
125
461
$18.9K 0.01%
450
462
$18.8K 0.01%
429
463
$18.6K 0.01%
1,200
464
$18.3K 0.01%
273
465
$18.1K 0.01%
150
466
$17.9K 0.01%
+615
467
$17.3K 0.01%
350
468
$17.1K 0.01%
595
+7
469
$16.6K 0.01%
1,000
470
$16.5K 0.01%
2,000
471
$16.4K 0.01%
301
472
$16.3K 0.01%
250
473
$16.2K 0.01%
250
-100
474
$15.9K 0.01%
400
475
$15.8K 0.01%
1,000
17 18
19
20 21