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
526
$45K 0.01%
65
+25
527
$45K 0.01%
2,100
-600
528
$45K 0.01%
452
529
$45K 0.01%
9,000
+2,000
530
$44K 0.01%
3,500
531
$44K 0.01%
400
532
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500
533
$44K 0.01%
150
+50
534
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1,311
535
$44K 0.01%
4,400
536
$44K 0.01%
3,452
-300
537
$43K 0.01%
4,000
538
$43K 0.01%
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539
$43K 0.01%
262
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540
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541
$42K 0.01%
275
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542
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543
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545
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546
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75
548
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+745
549
$41K 0.01%
1,055
550
$41K 0.01%
170
+50
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