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
726
$12K ﹤0.01%
+1,000
727
$12K ﹤0.01%
200
728
$12K ﹤0.01%
+810
729
$12K ﹤0.01%
30
730
$12K ﹤0.01%
200
-600
731
$12K ﹤0.01%
455
732
$12K ﹤0.01%
492
733
$12K ﹤0.01%
493
734
$11K ﹤0.01%
300
735
$11K ﹤0.01%
300
736
$11K ﹤0.01%
190
737
$11K ﹤0.01%
1,000
738
$11K ﹤0.01%
500
739
$11K ﹤0.01%
300
740
$11K ﹤0.01%
300
741
$11K ﹤0.01%
101
742
$11K ﹤0.01%
300
743
$11K ﹤0.01%
100
744
$11K ﹤0.01%
250
745
$11K ﹤0.01%
400
746
$10K ﹤0.01%
360
747
$10K ﹤0.01%
+181
748
$10K ﹤0.01%
100
749
$10K ﹤0.01%
393
750
$10K ﹤0.01%
+50
28 29
30
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