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
$184M
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1
+$226K
2
+$181K
3
+$152K
4
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$138K
5
CRDO icon
Credo Technology Group
CRDO
+$121K

Top Sells

1
+$1.24M
2
+$1.08M
3
+$881K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$815K
5
COST icon
Costco
COST
+$480K

Sector Composition

1 Technology 18.55%
2 Healthcare 11.89%
3 Financials 9.14%
4 Industrials 8.27%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$14.7K 0.01%
300
527
$14.6K 0.01%
600
528
$14.5K 0.01%
+1,500
529
$14.3K 0.01%
280
530
$14.1K 0.01%
402
531
$14.1K 0.01%
1,300
532
$14K 0.01%
1,634
-76
533
$13.8K 0.01%
301
534
$13.8K 0.01%
310
535
$13.7K 0.01%
340
536
$13.6K 0.01%
100
-200
537
$13.5K 0.01%
520
538
$13.2K 0.01%
+600
539
$13.1K 0.01%
+600
540
$13K 0.01%
300
541
$13K 0.01%
+120
542
$12.9K 0.01%
1,000
543
$12.6K 0.01%
303
544
$12.5K 0.01%
2,000
545
$12.5K 0.01%
+360
546
$12.5K 0.01%
100
547
$12.5K 0.01%
1,120
-66
548
$12.4K 0.01%
65
549
$12.3K 0.01%
492
550
$12.2K 0.01%
1,000
20 21
22
23 24