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
601
$1.75K ﹤0.01%
26
602
$1.74K ﹤0.01%
+16
603
$1.65K ﹤0.01%
+10
604
$1.63K ﹤0.01%
5
605
$1.52K ﹤0.01%
+3
606
$1.45K ﹤0.01%
50
607
$1.44K ﹤0.01%
46
608
$1.42K ﹤0.01%
15
609
$1.38K ﹤0.01%
120
610
$1.35K ﹤0.01%
+4
611
$1.31K ﹤0.01%
40
612
$1.14K ﹤0.01%
50
613
$990 ﹤0.01%
+5
614
$956 ﹤0.01%
+200
615
$861 ﹤0.01%
50
616
$840 ﹤0.01%
21
617
$736 ﹤0.01%
200
618
$658 ﹤0.01%
10
619
$594 ﹤0.01%
55
620
$557 ﹤0.01%
11
621
$539 ﹤0.01%
68
622
$536 ﹤0.01%
36
623
$517 ﹤0.01%
34
624
$439 ﹤0.01%
10
625
$412 ﹤0.01%
100
22 23 24
25
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