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
$321M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$612K
2
+$351K
3
+$239K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$236K
5
ZBRA icon
Zebra Technologies
ZBRA
+$188K

Top Sells

1
+$4.33M
2
+$2.84M
3
+$1.9M
4
AMZN icon
Amazon
AMZN
+$1.62M
5
META icon
Meta Platforms (Facebook)
META
+$1.29M

Sector Composition

1 Technology 23.09%
2 Financials 10.83%
3 Healthcare 9.92%
4 Consumer Discretionary 8.57%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$16K 0.01%
85
-215
702
$16K 0.01%
+500
703
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500
704
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705
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10
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706
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400
707
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+1,000
708
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50
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710
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600
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711
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712
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714
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1,000
715
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250
716
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+1,000
717
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$13K ﹤0.01%
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194
720
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721
$13K ﹤0.01%
303
722
$13K ﹤0.01%
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723
$13K ﹤0.01%
100
724
$13K ﹤0.01%
582
+18
725
$13K ﹤0.01%
168
27 28
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