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
776
$8K ﹤0.01%
100
777
$8K ﹤0.01%
827
778
$8K ﹤0.01%
45
-2,100
779
$8K ﹤0.01%
250
780
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77
781
$8K ﹤0.01%
25
782
$8K ﹤0.01%
240
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783
$8K ﹤0.01%
300
784
$8K ﹤0.01%
400
785
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786
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-300
787
$7K ﹤0.01%
470
788
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80
789
$7K ﹤0.01%
29
790
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500
791
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25
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794
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+130
795
$7K ﹤0.01%
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796
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50
797
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125
798
$6K ﹤0.01%
125
799
$6K ﹤0.01%
395
800
$6K ﹤0.01%
240
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