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
601
$6.18K ﹤0.01%
350
602
$6.12K ﹤0.01%
153
603
$6.06K ﹤0.01%
270
604
$6.03K ﹤0.01%
100
605
$6.01K ﹤0.01%
21
606
$5.98K ﹤0.01%
65
607
$5.97K ﹤0.01%
254
-25
608
$5.84K ﹤0.01%
52
609
$5.79K ﹤0.01%
+100
610
$5.73K ﹤0.01%
119
611
$5.72K ﹤0.01%
312
612
$5.71K ﹤0.01%
124
613
$5.71K ﹤0.01%
180
-200
614
$5.65K ﹤0.01%
261
615
$5.57K ﹤0.01%
50
616
$5.53K ﹤0.01%
640
-994
617
$5.43K ﹤0.01%
200
618
$5.28K ﹤0.01%
40
619
$5.27K ﹤0.01%
+300
620
$5.25K ﹤0.01%
500
621
$5.25K ﹤0.01%
148
622
$5.25K ﹤0.01%
36
623
$5.24K ﹤0.01%
150
-562
624
$5.14K ﹤0.01%
300
625
$4.97K ﹤0.01%
+1,200
23 24
25
26 27