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
$218M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$524K
3
+$327K
4
CCI icon
Crown Castle
CCI
+$279K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$221K

Top Sells

1
+$441K
2
+$388K
3
+$275K
4
FLNG icon
FLEX LNG
FLNG
+$267K
5
CSCO icon
Cisco
CSCO
+$158K

Sector Composition

1 Technology 25.32%
2 Healthcare 8.92%
3 Industrials 8.47%
4 Financials 8.4%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$997K 0.46%
3,836
-50
52
$966K 0.44%
15,060
+636
53
$958K 0.44%
5,400
54
$944K 0.43%
5,987
+101
55
$922K 0.42%
6,708
-450
56
$909K 0.42%
235,557
+5,025
57
$900K 0.41%
5,141
-350
58
$899K 0.41%
9,250
59
$897K 0.41%
42,792
-150
60
$893K 0.41%
2,570
-100
61
$887K 0.41%
16,363
-648
62
$870K 0.4%
3,805
+555
63
$855K 0.39%
5,405
+1
64
$855K 0.39%
9,096
-25
65
$844K 0.39%
6,400
66
$818K 0.38%
3,966
+300
67
$813K 0.37%
1,398
68
$797K 0.37%
3,077
69
$752K 0.35%
1,400
70
$747K 0.34%
4,374
-450
71
$738K 0.34%
4,615
+615
72
$725K 0.33%
7,493
73
$701K 0.32%
5,055
74
$692K 0.32%
1,805
75
$683K 0.31%
4,212
-250
1 2
3
4 5