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
$218M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$524K
3
+$327K
4
CCI icon
Crown Castle
CCI
+$279K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$221K

Top Sells

1
+$441K
2
+$388K
3
+$275K
4
FLNG icon
FLEX LNG
FLNG
+$267K
5
CSCO icon
Cisco
CSCO
+$158K

Sector Composition

1 Technology 25.32%
2 Healthcare 8.92%
3 Industrials 8.47%
4 Financials 8.4%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$12.3K 0.01%
213
502
$12.3K 0.01%
212
503
$12.3K 0.01%
+150
504
$12.2K 0.01%
300
505
$12.1K 0.01%
75
-500
506
$12.1K 0.01%
1,000
507
$12.1K 0.01%
66
508
$12K 0.01%
280
509
$11.9K 0.01%
200
510
$11.9K 0.01%
1,000
511
$11.7K 0.01%
268
+3
512
$11.4K 0.01%
1,000
513
$11.4K 0.01%
+200
514
$11.2K 0.01%
417
515
$11.1K 0.01%
541
-38
516
$10.9K 0.01%
28
517
$10.7K ﹤0.01%
700
518
$10.4K ﹤0.01%
42
519
$10.2K ﹤0.01%
100
+44
520
$10.2K ﹤0.01%
165
521
$10.2K ﹤0.01%
1,200
-368
522
$10.1K ﹤0.01%
200
523
$9.88K ﹤0.01%
200
524
$9.74K ﹤0.01%
111
525
$9.73K ﹤0.01%
562
+296
19 20
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