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
$321M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$612K
2
+$351K
3
+$239K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$236K
5
ZBRA icon
Zebra Technologies
ZBRA
+$188K

Top Sells

1
+$4.33M
2
+$2.84M
3
+$1.9M
4
AMZN icon
Amazon
AMZN
+$1.62M
5
META icon
Meta Platforms (Facebook)
META
+$1.29M

Sector Composition

1 Technology 23.09%
2 Financials 10.83%
3 Healthcare 9.92%
4 Consumer Discretionary 8.57%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$25K 0.01%
1,000
627
$25K 0.01%
380
628
$25K 0.01%
+1,000
629
$24K 0.01%
100
630
$24K 0.01%
1,000
631
$24K 0.01%
425
632
$24K 0.01%
+700
633
$24K 0.01%
+500
634
$23K 0.01%
+500
635
$23K 0.01%
280
-600
636
$23K 0.01%
200
637
$23K 0.01%
500
638
$23K 0.01%
63
+22
639
$23K 0.01%
475
640
$23K 0.01%
150
+50
641
$22K 0.01%
313
-113
642
$22K 0.01%
545
643
$22K 0.01%
1,500
644
$22K 0.01%
1,404
645
$22K 0.01%
1,200
646
$22K 0.01%
1,561
-198
647
$21K 0.01%
500
-1,860
648
$21K 0.01%
1,000
649
$21K 0.01%
508
650
$21K 0.01%
1,000
24 25
26
27 28