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
$212M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$249K
3
+$205K
4
CPZ
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
+$149K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$145K

Top Sells

1
+$1.45M
2
+$1.2M
3
+$309K
4
FSLR icon
First Solar
FSLR
+$307K
5
UNH icon
UnitedHealth
UNH
+$266K

Sector Composition

1 Technology 25.07%
2 Financials 9.41%
3 Healthcare 7.75%
4 Industrials 7.65%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5.93K ﹤0.01%
60
552
$5.87K ﹤0.01%
150
553
$5.72K ﹤0.01%
2,000
554
$5.7K ﹤0.01%
253
555
$5.43K ﹤0.01%
173
556
$5.35K ﹤0.01%
76
557
$5.35K ﹤0.01%
100
558
$5.28K ﹤0.01%
148
559
$5.14K ﹤0.01%
500
560
$4.99K ﹤0.01%
200
561
$4.79K ﹤0.01%
500
562
$4.65K ﹤0.01%
+500
563
$4.64K ﹤0.01%
96
564
$4.5K ﹤0.01%
50
565
$4.49K ﹤0.01%
124
566
$4.47K ﹤0.01%
90
-50
567
$4.31K ﹤0.01%
360
568
$4.25K ﹤0.01%
200
569
$4.15K ﹤0.01%
53
570
$4.12K ﹤0.01%
115
-135
571
$4.07K ﹤0.01%
1,500
572
$4.06K ﹤0.01%
+500
573
$3.95K ﹤0.01%
200
574
$3.95K ﹤0.01%
+237
575
$3.69K ﹤0.01%
240
21 22
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