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
$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
51
$889K 0.47%
8,526
-295
52
$881K 0.46%
2,135
53
$878K 0.46%
42,642
+700
54
$874K 0.46%
5,101
55
$862K 0.45%
14,150
-900
56
$830K 0.44%
39,389
-100
57
$825K 0.43%
125,500
+31,000
58
$814K 0.43%
20,930
-3,755
59
$788K 0.41%
7,567
-331
60
$779K 0.41%
6,647
-999
61
$765K 0.4%
3,688
+963
62
$751K 0.39%
7,787
63
$739K 0.39%
201,800
+39,800
64
$738K 0.39%
4,962
-463
65
$724K 0.38%
6,980
-170
66
$701K 0.37%
20,862
+4,012
67
$697K 0.37%
6,550
-272
68
$672K 0.35%
2,981
69
$668K 0.35%
5,055
70
$646K 0.34%
7,858
+42
71
$640K 0.34%
8,044
72
$627K 0.33%
3,310
73
$614K 0.32%
39,700
+18,100
74
$612K 0.32%
8,073
75
$601K 0.32%
12,569
-221
1 2
3
4 5