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
701
$1.09K ﹤0.01%
14
702
$1.06K ﹤0.01%
50
703
$1.05K ﹤0.01%
12
704
$1.01K ﹤0.01%
16
705
$937 ﹤0.01%
5
706
$923 ﹤0.01%
4
707
$915 ﹤0.01%
22
708
$891 ﹤0.01%
35
709
$859 ﹤0.01%
60
710
$834 ﹤0.01%
18
711
$796 ﹤0.01%
10
-250
712
$773 ﹤0.01%
40
713
$764 ﹤0.01%
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714
$713 ﹤0.01%
3
715
$710 ﹤0.01%
34
716
$709 ﹤0.01%
1
717
$706 ﹤0.01%
17
718
$680 ﹤0.01%
50
719
$664 ﹤0.01%
270
-200
720
$645 ﹤0.01%
20
721
$611 ﹤0.01%
100
-300
722
$611 ﹤0.01%
8
723
$604 ﹤0.01%
50
-100
724
$560 ﹤0.01%
16
725
$536 ﹤0.01%
6
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