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
501
$15.2K 0.01%
2,000
502
$15.1K 0.01%
75
503
$14.8K 0.01%
100
504
$14.7K 0.01%
301
505
$14.6K 0.01%
50
506
$14.6K 0.01%
1,000
507
$14.5K 0.01%
425
508
$13.8K 0.01%
500
509
$13.7K 0.01%
103
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$13.7K 0.01%
200
511
$13.4K 0.01%
1,000
512
$13.4K 0.01%
1,300
513
$13.4K 0.01%
100
514
$13.2K 0.01%
50
515
$13.1K 0.01%
402
516
$12.9K 0.01%
1,000
517
$12.9K 0.01%
125
518
$12.8K 0.01%
86
519
$12.7K 0.01%
303
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$12.4K 0.01%
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521
$12.4K 0.01%
700
522
$12.3K 0.01%
300
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$12.1K 0.01%
290
524
$12.1K 0.01%
400
525
$12K 0.01%
700