OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
1-Year Return
21.67%
This Quarter Return
+9.11%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$191M
AUM Growth
+$6.28M
(+3.4%)
Cap. Flow
-$6.18M
Cap. Flow
% of AUM
-3.24%
Top 10 Holdings %
Top 10 Hldgs %
28.38%
Holding
789
New
31
Increased
103
Reduced
178
Closed
57
Top Buys
| 1 |
Rio Tinto
RIO
|
$328K |
| 2 |
Sprott Physical Gold
PHYS
|
$280K |
| 3 |
NML
Neuberger Berman Energy Infrastructure and Income Fund
NML
|
$204K |
| 4 |
Tesla
TSLA
|
$200K |
| 5 |
Sociedad Química y Minera de Chile
SQM
|
$195K |
Top Sells
| 1 |
Apple
AAPL
|
$933K |
| 2 |
Intel
INTC
|
$283K |
| 3 |
Invesco Senior Loan ETF
BKLN
|
$268K |
| 4 |
Banco Bilbao Vizcaya Argentaria
BBVA
|
$256K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$253K |
Sector Composition
| 1 | Technology | 21.22% |
| 2 | Healthcare | 10.2% |
| 3 | Financials | 8.12% |
| 4 | Industrials | 8.05% |
| 5 | Consumer Discretionary | 6.18% |
