OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$249K
3
+$205K
4
CPZ
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
+$149K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$145K

Top Sells

1
+$1.45M
2
+$1.2M
3
+$309K
4
FSLR icon
First Solar
FSLR
+$307K
5
UNH icon
UnitedHealth
UNH
+$266K

Sector Composition

1 Technology 25.06%
2 Financials 9.41%
3 Healthcare 7.75%
4 Industrials 7.65%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$17.9K 0.01%
245
452
$17.7K 0.01%
301
453
$17.5K 0.01%
750
454
$17.4K 0.01%
75
455
$17.2K 0.01%
445
456
$17.2K 0.01%
+1,000
457
$17.1K 0.01%
46
458
$17K 0.01%
427
459
$16.8K 0.01%
+2,106
460
$16.5K 0.01%
290
461
$16.4K 0.01%
50
462
$16.1K 0.01%
303
463
$15.9K 0.01%
601
464
$15.9K 0.01%
1,300
465
$15.9K 0.01%
+253
466
$15.6K 0.01%
200
-200
467
$15.5K 0.01%
250
468
$15.5K 0.01%
2,200
469
$15.3K 0.01%
765
+38
470
$15.3K 0.01%
500
-115
471
$15.3K 0.01%
400
472
$15.2K 0.01%
700
473
$15.2K 0.01%
200
474
$14.9K 0.01%
330
475
$14.9K 0.01%
+18
17 18
19
20 21