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
$184M
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1
+$226K
2
+$181K
3
+$152K
4
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$138K
5
CRDO icon
Credo Technology Group
CRDO
+$121K

Top Sells

1
+$1.24M
2
+$1.08M
3
+$881K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$815K
5
COST icon
Costco
COST
+$480K

Sector Composition

1 Technology 18.55%
2 Healthcare 11.89%
3 Financials 9.14%
4 Industrials 8.27%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4.99K ﹤0.01%
4,300
627
$4.91K ﹤0.01%
36
628
$4.88K ﹤0.01%
62
629
$4.88K ﹤0.01%
500
-150
630
$4.82K ﹤0.01%
124
631
$4.77K ﹤0.01%
300
632
$4.77K ﹤0.01%
148
633
$4.65K ﹤0.01%
119
634
$4.6K ﹤0.01%
400
635
$4.52K ﹤0.01%
100
636
$4.51K ﹤0.01%
+20
637
$4.47K ﹤0.01%
25
638
$4.47K ﹤0.01%
266
639
$4.41K ﹤0.01%
300
640
$4.38K ﹤0.01%
40
641
$4.07K ﹤0.01%
100
642
$3.97K ﹤0.01%
137
643
$3.84K ﹤0.01%
102
-4
644
$3.6K ﹤0.01%
17
645
$3.52K ﹤0.01%
32
646
$3.37K ﹤0.01%
100
647
$3.35K ﹤0.01%
104
648
$3.35K ﹤0.01%
100
649
$3.35K ﹤0.01%
32
650
$3.29K ﹤0.01%
58
24 25
26
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