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
701
$571 ﹤0.01%
116
+3
702
$550 ﹤0.01%
9
703
$512 ﹤0.01%
62
704
$508 ﹤0.01%
270
705
$457 ﹤0.01%
100
706
$432 ﹤0.01%
20
707
$398 ﹤0.01%
55
708
$376 ﹤0.01%
110
709
$375 ﹤0.01%
7
710
$370 ﹤0.01%
8
711
$346 ﹤0.01%
10
712
$337 ﹤0.01%
12
713
$332 ﹤0.01%
43
714
$327 ﹤0.01%
20
715
$324 ﹤0.01%
10
716
$303 ﹤0.01%
10
717
$243 ﹤0.01%
15
718
$182 ﹤0.01%
2
719
$178 ﹤0.01%
4
-100
720
$166 ﹤0.01%
20
721
$119 ﹤0.01%
4
722
$89 ﹤0.01%
8
723
$82 ﹤0.01%
2
724
$80 ﹤0.01%
60
725
$69 ﹤0.01%
+8
27 28
29
30 31