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
26
$1.54M 0.71%
30,815
-3,172
27
$1.52M 0.7%
3,350
28
$1.46M 0.67%
15,445
+300
29
$1.35M 0.62%
4,244
-100
30
$1.35M 0.62%
13,800
31
$1.33M 0.61%
8,835
+815
32
$1.3M 0.6%
10,122
+200
33
$1.3M 0.59%
29,328
+2,800
34
$1.25M 0.58%
14,350
+100
35
$1.25M 0.57%
7,605
+850
36
$1.22M 0.56%
41,804
-492
37
$1.21M 0.56%
4,309
38
$1.21M 0.56%
4,850
39
$1.17M 0.54%
9,583
40
$1.12M 0.52%
4,572
-200
41
$1.11M 0.51%
2,707
42
$1.11M 0.51%
19,075
+650
43
$1.1M 0.51%
4,110
44
$1.1M 0.5%
10,860
+9,860
45
$1.08M 0.49%
3,857
+380
46
$1.07M 0.49%
2,560
-25
47
$1.07M 0.49%
14,569
-34
48
$1.07M 0.49%
144,690
+5,440
49
$1.06M 0.48%
3,376
50
$1M 0.46%
8,604
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