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
$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 25.07%
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
26
$1.47M 0.69%
16,145
27
$1.42M 0.67%
9,241
28
$1.4M 0.66%
2,560
-25
29
$1.37M 0.65%
3,067
30
$1.36M 0.64%
4,111
-172
31
$1.29M 0.61%
11,734
-300
32
$1.28M 0.6%
8,265
-480
33
$1.27M 0.6%
141,610
+5,000
34
$1.27M 0.6%
3,614
-211
35
$1.19M 0.56%
272,943
+32,525
36
$1.19M 0.56%
34,846
37
$1.15M 0.54%
3,685
-68
38
$1.1M 0.52%
15,327
-39
39
$1.09M 0.51%
2,841
+50
40
$1.05M 0.5%
6,089
-629
41
$1.05M 0.49%
8,789
+15
42
$1.04M 0.49%
6,004
43
$1.02M 0.48%
2,930
44
$1.02M 0.48%
4,615
-175
45
$1M 0.47%
2,134
-96
46
$969K 0.46%
3,174
+1,827
47
$966K 0.46%
15,846
-79
48
$963K 0.45%
4,077
+5
49
$955K 0.45%
2,963
-531
50
$955K 0.45%
3,850
1
2
3 4 5