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
476
$20.3K 0.01%
100
477
$20K 0.01%
300
478
$19.8K 0.01%
700
+200
479
$19.7K 0.01%
500
480
$19.7K 0.01%
572
+4
481
$19.6K 0.01%
4,000
482
$19.6K 0.01%
44
483
$19.2K 0.01%
319
484
$18.8K 0.01%
250
485
$18.7K 0.01%
429
486
$18.7K 0.01%
583
-625
487
$18.7K 0.01%
+500
488
$18.3K 0.01%
500
489
$18.2K 0.01%
1,000
490
$18K 0.01%
744
491
$17.5K 0.01%
1,000
-1,500
492
$17.5K 0.01%
1,500
493
$17.4K 0.01%
800
494
$17.3K 0.01%
1,000
495
$17.2K 0.01%
2,000
496
$17.1K 0.01%
75
-700
497
$16.8K 0.01%
200
498
$16.7K 0.01%
215
499
$16.6K 0.01%
350
-800
500
$16.6K 0.01%
600
18 19
20
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