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
$195M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Sells

1 +$472K
2 +$393K
3 +$359K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$298K
5
APH icon
Amphenol
APH
+$191K

Sector Composition

1 Technology 22.3%
2 Healthcare 9.85%
3 Financials 8.53%
4 Industrials 8.42%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$19K 0.01%
350
477
$18.7K 0.01%
800
478
$18.7K 0.01%
450
-550
479
$18.7K 0.01%
200
480
$18.3K 0.01%
100
481
$18.1K 0.01%
700
482
$18K 0.01%
1,040
483
$17.8K 0.01%
250
484
$17.5K 0.01%
165
485
$17.3K 0.01%
350
486
$17.2K 0.01%
744
487
$17.1K 0.01%
583
488
$16.9K 0.01%
600
489
$16.6K 0.01%
582
+4
490
$16.4K 0.01%
444
491
$16.3K 0.01%
1,500
492
$16.3K 0.01%
800
493
$16.2K 0.01%
1,000
494
$16.1K 0.01%
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495
$16.1K 0.01%
300
496
$16K 0.01%
560
497
$16K 0.01%
273
+5
498
$15.8K 0.01%
872
499
$15.6K 0.01%
+100
500
$15.4K 0.01%
1,000