OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
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
676
$1.61K ﹤0.01%
50
-100
677
$1.59K ﹤0.01%
150
678
$1.5K ﹤0.01%
9
679
$1.44K ﹤0.01%
101
680
$1.44K ﹤0.01%
52
681
$1.37K ﹤0.01%
35
682
$1.32K ﹤0.01%
22
683
$1.28K ﹤0.01%
50
-180
684
$1.27K ﹤0.01%
50
685
$1.26K ﹤0.01%
5
686
$1.24K ﹤0.01%
100
-100
687
$1.18K ﹤0.01%
6
-351
688
$1.16K ﹤0.01%
12
689
$1.15K ﹤0.01%
50
690
$1.09K ﹤0.01%
40
691
$1.06K ﹤0.01%
14
692
$1.01K ﹤0.01%
50
693
$999 ﹤0.01%
16
694
$974 ﹤0.01%
60
695
$706 ﹤0.01%
68
696
$691 ﹤0.01%
17
697
$674 ﹤0.01%
20
698
$629 ﹤0.01%
34
699
$622 ﹤0.01%
50
700
$582 ﹤0.01%
200
26 27
28
29 30