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
626
$4.74K ﹤0.01%
112
627
$4.72K ﹤0.01%
400
628
$4.68K ﹤0.01%
40
+8
629
$4.67K ﹤0.01%
600
-500
630
$4.66K ﹤0.01%
500
631
$4.52K ﹤0.01%
100
632
$4.41K ﹤0.01%
75
-3,000
633
$4.39K ﹤0.01%
100
634
$4.3K ﹤0.01%
+2,000
635
$4.25K ﹤0.01%
266
636
$4.23K ﹤0.01%
20,000
637
$4.23K ﹤0.01%
200
638
$4.13K ﹤0.01%
35
639
$4.03K ﹤0.01%
100
640
$3.78K ﹤0.01%
256
641
$3.74K ﹤0.01%
52
642
$3.57K ﹤0.01%
102
643
$3.51K ﹤0.01%
100
644
$3.47K ﹤0.01%
17
645
$3.46K ﹤0.01%
58
646
$3.44K ﹤0.01%
100
647
$3.38K ﹤0.01%
50
648
$3.31K ﹤0.01%
100
649
$3.25K ﹤0.01%
64
650
$3.17K ﹤0.01%
42
24 25
26
27 28