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
676
$2.2K ﹤0.01%
400
677
$2.06K ﹤0.01%
20
678
$2.05K ﹤0.01%
40
679
$2K ﹤0.01%
60
680
$2K ﹤0.01%
56
681
$1.99K ﹤0.01%
14
682
$1.9K ﹤0.01%
25
683
$1.77K ﹤0.01%
55
684
$1.77K ﹤0.01%
50
685
$1.76K ﹤0.01%
155
686
$1.74K ﹤0.01%
36
687
$1.69K ﹤0.01%
150
688
$1.65K ﹤0.01%
28
689
$1.6K ﹤0.01%
25
690
$1.54K ﹤0.01%
101
691
$1.49K ﹤0.01%
9
692
$1.44K ﹤0.01%
52
693
$1.41K ﹤0.01%
22
694
$1.38K ﹤0.01%
101
695
$1.37K ﹤0.01%
200
696
$1.34K ﹤0.01%
26
697
$1.25K ﹤0.01%
7
698
$1.23K ﹤0.01%
42
699
$1.2K ﹤0.01%
50
700
$1.09K ﹤0.01%
5
26 27
28
29 30