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
651
$3.28K ﹤0.01%
100
652
$3.26K ﹤0.01%
20,000
653
$3.25K ﹤0.01%
24
654
$3.25K ﹤0.01%
100
655
$3.19K ﹤0.01%
35
656
$3.17K ﹤0.01%
89
657
$3.16K ﹤0.01%
42
658
$3.16K ﹤0.01%
20
659
$3.12K ﹤0.01%
64
660
$3.1K ﹤0.01%
150
661
$3.09K ﹤0.01%
44
662
$3.07K ﹤0.01%
25
663
$3.05K ﹤0.01%
200
664
$2.99K ﹤0.01%
52
665
$2.92K ﹤0.01%
75
-500
666
$2.85K ﹤0.01%
256
667
$2.83K ﹤0.01%
5,100
668
$2.81K ﹤0.01%
50
669
$2.75K ﹤0.01%
200
670
$2.75K ﹤0.01%
200
671
$2.5K ﹤0.01%
25
672
$2.47K ﹤0.01%
255
673
$2.37K ﹤0.01%
100
-29
674
$2.27K ﹤0.01%
120
675
$2.25K ﹤0.01%
9
25 26
27
28 29