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
576
$3.54K ﹤0.01%
52
577
$3.19K ﹤0.01%
200
578
$3.17K ﹤0.01%
120
579
$3.17K ﹤0.01%
300
580
$3.13K ﹤0.01%
160
581
$3.06K ﹤0.01%
2,000
582
$2.74K ﹤0.01%
65
583
$2.58K ﹤0.01%
150
584
$2.52K ﹤0.01%
50
585
$2.36K ﹤0.01%
56
586
$2.18K ﹤0.01%
25
587
$2.17K ﹤0.01%
65
588
$2.15K ﹤0.01%
+8
589
$2.13K ﹤0.01%
25
590
$2.09K ﹤0.01%
107
-1
591
$2.06K ﹤0.01%
+13
592
$2.04K ﹤0.01%
25
593
$2.02K ﹤0.01%
12
594
$1.99K ﹤0.01%
1,950
595
$1.96K ﹤0.01%
+9
596
$1.95K ﹤0.01%
+8
597
$1.94K ﹤0.01%
33
598
$1.91K ﹤0.01%
500
599
$1.83K ﹤0.01%
+15
600
$1.78K ﹤0.01%
50
22 23
24
25 26