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
576
$9.2K 0.01%
1,000
577
$9.17K 0.01%
604
578
$8.73K ﹤0.01%
500
579
$8.69K ﹤0.01%
1,000
580
$8.65K ﹤0.01%
+500
581
$8.62K ﹤0.01%
477
582
$8.58K ﹤0.01%
125
583
$8.57K ﹤0.01%
100
584
$8.45K ﹤0.01%
835
585
$8.4K ﹤0.01%
41
586
$8.28K ﹤0.01%
50
587
$8.26K ﹤0.01%
25
588
$8.02K ﹤0.01%
150
589
$7.9K ﹤0.01%
261
590
$7.79K ﹤0.01%
279
-80
591
$7.72K ﹤0.01%
121
+1
592
$7.48K ﹤0.01%
4,056
593
$7.4K ﹤0.01%
560
594
$7.33K ﹤0.01%
300
595
$7.15K ﹤0.01%
1,000
596
$7.1K ﹤0.01%
250
597
$7.05K ﹤0.01%
145
598
$7K ﹤0.01%
360
599
$6.86K ﹤0.01%
100
600
$6.84K ﹤0.01%
65
22 23
24
25 26