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
551
$11.3K 0.01%
162
-32
552
$11.3K 0.01%
281
-59
553
$11.3K 0.01%
300
554
$11.2K 0.01%
520
555
$11.2K 0.01%
258
+3
556
$11K 0.01%
80
557
$10.9K 0.01%
+100
558
$10.6K 0.01%
1,000
559
$10.5K 0.01%
+300
560
$10.4K 0.01%
1,050
561
$10.3K 0.01%
30
562
$10.3K 0.01%
1,000
563
$10.3K 0.01%
150
564
$10.2K 0.01%
28
-35
565
$10.2K 0.01%
1,058
-62
566
$10K 0.01%
500
567
$9.69K 0.01%
+300
568
$9.52K 0.01%
1,000
569
$9.51K 0.01%
161
570
$9.5K 0.01%
393
571
$9.29K ﹤0.01%
+20
572
$9.25K ﹤0.01%
604
573
$9.22K ﹤0.01%
835
574
$9.14K ﹤0.01%
50
575
$8.91K ﹤0.01%
100
21 22
23
24 25