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
526
$9.37K ﹤0.01%
+500
527
$9.33K ﹤0.01%
393
528
$9.28K ﹤0.01%
1,000
529
$9.28K ﹤0.01%
99
530
$8.93K ﹤0.01%
748
531
$8.82K ﹤0.01%
+150
532
$8.66K ﹤0.01%
100
533
$8.54K ﹤0.01%
250
534
$8.52K ﹤0.01%
65
535
$8.34K ﹤0.01%
310
-250
536
$8.25K ﹤0.01%
200
+125
537
$8.22K ﹤0.01%
150
538
$8.22K ﹤0.01%
+100
539
$8.21K ﹤0.01%
125
+1
540
$8.14K ﹤0.01%
17
541
$7.82K ﹤0.01%
30
-400
542
$7.79K ﹤0.01%
312
543
$7.46K ﹤0.01%
21
544
$7.18K ﹤0.01%
200
545
$6.96K ﹤0.01%
400
-1,000
546
$6.94K ﹤0.01%
200
547
$6.88K ﹤0.01%
4,056
548
$6.75K ﹤0.01%
+150
549
$6.42K ﹤0.01%
+350
550
$6.38K ﹤0.01%
2,000
20 21
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