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
501
$16.5K 0.01%
300
502
$16.4K 0.01%
350
503
$16.4K 0.01%
300
-600
504
$16.3K 0.01%
207
-8
505
$16K 0.01%
700
506
$15.9K 0.01%
200
507
$15.9K 0.01%
205
508
$15.8K 0.01%
12
+5
509
$15.8K 0.01%
1,000
510
$15.7K 0.01%
+500
511
$15.6K 0.01%
300
512
$15.6K 0.01%
86
513
$15.5K 0.01%
1,000
514
$15.4K 0.01%
400
515
$15.3K 0.01%
402
516
$15.3K 0.01%
123
+10
517
$15.2K 0.01%
1,300
518
$15.1K 0.01%
1,600
519
$14.6K 0.01%
301
520
$14.5K 0.01%
+200
521
$14.3K 0.01%
56
-375
522
$14.2K 0.01%
868
523
$14.1K 0.01%
300
+150
524
$13.9K 0.01%
30
525
$13.8K 0.01%
630
19 20
21
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