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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
$184M
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1
+$231K
2
+$183K
3
+$149K
4
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
+$132K
5
CRDO icon
Credo Technology Group
CRDO
+$121K

Top Sells

1
+$1.24M
2
+$1.19M
3
+$886K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$817K
5
COST icon
Costco
COST
+$514K

Sector Composition

1 Technology 18.55%
2 Healthcare 11.89%
3 Financials 9.14%
4 Industrials 8.27%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$74 ﹤0.01%
100
752
$61 ﹤0.01%
60
+53
753
$56 ﹤0.01%
5
754
$26 ﹤0.01%
3
755
$24 ﹤0.01%
36
756
$8 ﹤0.01%
1
757
– –
-60
758
– –
-705
759
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-3
760
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-2,300
761
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-116
762
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-114
763
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-101
764
– –
-97
765
– –
-150
766
– –
0
767
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-200
768
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-12
769
– –
-25
770
– –
-190
771
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-200
772
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-50
773
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-200
774
– –
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775
– –
-400
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