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
551
$12.1K 0.01%
194
-156
552
$12.1K 0.01%
868
553
$11.6K 0.01%
300
554
$11.5K 0.01%
255
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555
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1,000
556
$11.4K 0.01%
455
557
$11.2K 0.01%
1,000
558
$11.1K 0.01%
80
-8
559
$11.1K 0.01%
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-250
560
$11K 0.01%
535
+50
561
$11K 0.01%
425
562
$10.9K 0.01%
100
563
$10.7K 0.01%
113
564
$10.7K 0.01%
1,000
565
$10.6K 0.01%
1,000
566
$10.1K 0.01%
100
567
$10K 0.01%
30
568
$9.99K 0.01%
161
569
$9.66K 0.01%
113
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$9.53K 0.01%
+1,000
571
$9.47K 0.01%
100
572
$9.43K 0.01%
150
573
$9.4K 0.01%
380
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574
$9.24K 0.01%
393
575
$9.22K 0.01%
500
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