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
651
$3.14K ﹤0.01%
89
652
$3K ﹤0.01%
155
653
$2.98K ﹤0.01%
75
654
$2.97K ﹤0.01%
32
655
$2.87K ﹤0.01%
255
656
$2.86K ﹤0.01%
9
657
$2.84K ﹤0.01%
137
658
$2.83K ﹤0.01%
25
659
$2.69K ﹤0.01%
50
660
$2.59K ﹤0.01%
100
661
$2.54K ﹤0.01%
20
662
$2.53K ﹤0.01%
20
663
$2.53K ﹤0.01%
25
664
$2.38K ﹤0.01%
4,100
-1,000
665
$2.34K ﹤0.01%
120
666
$2.23K ﹤0.01%
60
667
$2.23K ﹤0.01%
200
668
$2.17K ﹤0.01%
45
+35
669
$2.12K ﹤0.01%
56
670
$2.05K ﹤0.01%
25
671
$1.96K ﹤0.01%
36
672
$1.91K ﹤0.01%
55
673
$1.87K ﹤0.01%
101
674
$1.81K ﹤0.01%
25
675
$1.69K ﹤0.01%
26
25 26
27
28 29