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
751
$10K ﹤0.01%
+400
752
$10K ﹤0.01%
700
-1,000
753
$9K ﹤0.01%
50
754
$9K ﹤0.01%
100
755
$9K ﹤0.01%
350
756
$9K ﹤0.01%
50
757
$9K ﹤0.01%
477
-400
758
$9K ﹤0.01%
157
759
$9K ﹤0.01%
156
+1
760
$9K ﹤0.01%
300
761
$9K ﹤0.01%
282
762
$9K ﹤0.01%
+450
763
$9K ﹤0.01%
+272
764
$9K ﹤0.01%
1,000
765
$9K ﹤0.01%
261
766
$8K ﹤0.01%
+100
767
$8K ﹤0.01%
500
768
$8K ﹤0.01%
250
769
$8K ﹤0.01%
437
770
$8K ﹤0.01%
152
-310
771
$8K ﹤0.01%
287
+102
772
$8K ﹤0.01%
110
773
$8K ﹤0.01%
120
774
$8K ﹤0.01%
19
775
$8K ﹤0.01%
330
29 30
31
32 33