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
$184M
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1
+$226K
2
+$181K
3
+$152K
4
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$138K
5
CRDO icon
Credo Technology Group
CRDO
+$121K

Top Sells

1
+$1.24M
2
+$1.08M
3
+$881K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$815K
5
COST icon
Costco
COST
+$480K

Sector Composition

1 Technology 18.55%
2 Healthcare 11.89%
3 Financials 9.14%
4 Industrials 8.27%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$21.8K 0.01%
990
477
$21.4K 0.01%
425
478
$21.3K 0.01%
2,000
479
$21.2K 0.01%
1,000
-38,495
480
$21.1K 0.01%
837
+6
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$20.9K 0.01%
1,831
+66
482
$20.5K 0.01%
500
-1,000
483
$20.4K 0.01%
2,240
+2,000
484
$20.3K 0.01%
438
485
$20.2K 0.01%
568
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486
$20.2K 0.01%
63
487
$19.8K 0.01%
4,000
488
$19.7K 0.01%
250
489
$19.6K 0.01%
712
490
$19.4K 0.01%
100
491
$19.3K 0.01%
700
492
$19.3K 0.01%
744
493
$19.3K 0.01%
335
-5
494
$18.9K 0.01%
1,040
495
$18.9K 0.01%
500
496
$18.9K 0.01%
429
497
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319
-26
498
$18.6K 0.01%
165
499
$18.5K 0.01%
215
500
$18.5K 0.01%
500
18 19
20
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