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
26
$1.34M 0.7%
19,364
-1,315
27
$1.3M 0.68%
7,141
-163
28
$1.29M 0.68%
7,258
+451
29
$1.29M 0.67%
10,481
-300
30
$1.25M 0.66%
12,509
+125
31
$1.25M 0.65%
3,231
+177
32
$1.23M 0.65%
47,518
-793
33
$1.22M 0.64%
12,454
-150
34
$1.2M 0.63%
11,275
+1,700
35
$1.18M 0.62%
102,782
-1,500
36
$1.15M 0.6%
7,023
+201
37
$1.14M 0.6%
3,705
-50
38
$1.05M 0.55%
44,837
+142
39
$1.02M 0.53%
4,190
-75
40
$1.01M 0.53%
4,420
41
$1M 0.52%
6,462
-249
42
$1M 0.52%
4,972
-290
43
$992K 0.52%
140,703
-36,300
44
$961K 0.5%
19,225
45
$955K 0.5%
49,632
-9,344
46
$953K 0.5%
1,653
47
$950K 0.5%
29,078
-8,673
48
$940K 0.49%
2,875
+175
49
$934K 0.49%
18,483
-5,000
50
$917K 0.48%
14,290
+600
1
2
3 4 5