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
801
$6K ﹤0.01%
148
802
$6K ﹤0.01%
312
803
$6K ﹤0.01%
37
-30
804
$6K ﹤0.01%
200
-700
805
$6K ﹤0.01%
48
806
$6K ﹤0.01%
200
807
$6K ﹤0.01%
600
808
$6K ﹤0.01%
+200
809
$5K ﹤0.01%
400
810
$5K ﹤0.01%
136
+4
811
$5K ﹤0.01%
500
812
$5K ﹤0.01%
36
813
$5K ﹤0.01%
110
-390
814
$5K ﹤0.01%
+500
815
$5K ﹤0.01%
21
816
$5K ﹤0.01%
82
-9,400
817
$5K ﹤0.01%
100
818
$5K ﹤0.01%
29
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819
$5K ﹤0.01%
119
820
$5K ﹤0.01%
200
821
$5K ﹤0.01%
140
-2,008
822
$5K ﹤0.01%
8
823
$5K ﹤0.01%
300
824
$5K ﹤0.01%
137
825
$5K ﹤0.01%
500
31 32
33
34 35