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
576
$8.9K ﹤0.01%
560
577
$8.84K ﹤0.01%
+300
578
$8.75K ﹤0.01%
200
+84
579
$8.35K ﹤0.01%
477
580
$7.97K ﹤0.01%
212
581
$7.91K ﹤0.01%
125
582
$7.65K ﹤0.01%
300
583
$7.58K ﹤0.01%
122
+1
584
$7.37K ﹤0.01%
150
585
$7.34K ﹤0.01%
360
586
$7.31K ﹤0.01%
250
587
$7.06K ﹤0.01%
1,000
588
$7.05K ﹤0.01%
100
589
$7K ﹤0.01%
+1,000
590
$6.9K ﹤0.01%
100
+56
591
$6.73K ﹤0.01%
200
592
$6.72K ﹤0.01%
+12
593
$6.71K ﹤0.01%
145
594
$6.69K ﹤0.01%
25
595
$6.65K ﹤0.01%
1,095
596
$6.54K ﹤0.01%
80
597
$6.37K ﹤0.01%
400
598
$6.25K ﹤0.01%
3,550
-750
599
$6.2K ﹤0.01%
4,056
600
$6.18K ﹤0.01%
+40
22 23
24
25 26