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
$321M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$612K
2
+$351K
3
+$239K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$236K
5
ZBRA icon
Zebra Technologies
ZBRA
+$188K

Top Sells

1
+$4.33M
2
+$2.84M
3
+$1.9M
4
AMZN icon
Amazon
AMZN
+$1.62M
5
META icon
Meta Platforms (Facebook)
META
+$1.29M

Sector Composition

1 Technology 23.09%
2 Financials 10.83%
3 Healthcare 9.92%
4 Consumer Discretionary 8.57%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$52K 0.02%
300
502
$52K 0.02%
150
503
$51K 0.02%
1,000
504
$51K 0.02%
876
505
$51K 0.02%
960
-1,746
506
$51K 0.02%
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507
$51K 0.02%
900
508
$50K 0.02%
250
-100
509
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600
510
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1,815
511
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500
-200
512
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650
513
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300
514
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515
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-170
516
$48K 0.02%
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517
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518
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518
519
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520
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400
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521
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522
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523
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524
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525
$46K 0.01%
+500
19 20
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