OIA
Optimum Investment Advisors Portfolio holdings
AUM
$252M
1-Year Est. Return
26.44%
This Fund
S&P 500
1 Year Est. Return
+26.44%
AUM
$321M
AUM Growth
-$21.1M
(-6.2%)
Holding
996
Top Buys
| 1 | +$612K | |
| 2 | +$351K | |
| 3 | +$239K | |
| 4 |
DSL
DoubleLine Income Solutions Fund
DSL
|
+$236K |
| 5 |
Zebra Technologies
ZBRA
|
+$188K |
Top Sells
| 1 | +$4.33M | |
| 2 | +$2.84M | |
| 3 | +$1.9M | |
| 4 |
Amazon
AMZN
|
+$1.62M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.29M |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Financials | 10.84% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 8.57% |
| 5 | Industrials | 6.85% |