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
$191M
AUM Growth
+$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$328K
2
+$280K
3
+$204K
4
TSLA icon
Tesla
TSLA
+$200K
5
SQM icon
Sociedad Química y Minera de Chile
SQM
+$195K

Top Sells

1
+$933K
2
+$283K
3
+$268K
4
BBVA icon
Banco Bilbao Vizcaya Argentaria
BBVA
+$256K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$253K

Sector Composition

1 Technology 21.22%
2 Healthcare 10.21%
3 Financials 8.12%
4 Industrials 8.05%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$13.7K 0.01%
704
527
$13.6K 0.01%
25
-130
528
$13.6K 0.01%
65
529
$13.6K 0.01%
+1,500
530
$13.4K 0.01%
310
531
$13.2K 0.01%
100
532
$13K 0.01%
700
533
$12.9K 0.01%
113
534
$12.8K 0.01%
+50
535
$12.8K 0.01%
303
536
$12.8K 0.01%
100
537
$12.7K 0.01%
200
+117
538
$12.6K 0.01%
100
-20
539
$12.5K 0.01%
+100
540
$12.3K 0.01%
100
541
$12.2K 0.01%
100
542
$12.1K 0.01%
1,000
543
$12K 0.01%
565
+30
544
$11.9K 0.01%
1,000
545
$11.7K 0.01%
400
-439
546
$11.7K 0.01%
200
547
$11.5K 0.01%
425
548
$11.5K 0.01%
455
549
$11.5K 0.01%
+120
550
$11.4K 0.01%
280
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