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
826
$5K ﹤0.01%
500
827
$5K ﹤0.01%
110
+10
828
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141
-284
829
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100
830
$4K ﹤0.01%
300
831
$4K ﹤0.01%
25
832
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58
833
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28
+15
834
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100
835
$4K ﹤0.01%
500
836
$4K ﹤0.01%
42
837
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75
838
$4K ﹤0.01%
50
-150
839
$4K ﹤0.01%
160
840
$4K ﹤0.01%
176
841
$4K ﹤0.01%
130
842
$3K ﹤0.01%
32
843
$3K ﹤0.01%
130
844
$3K ﹤0.01%
25
845
$3K ﹤0.01%
56
846
$3K ﹤0.01%
48
847
$3K ﹤0.01%
+100
848
$3K ﹤0.01%
+10
849
$3K ﹤0.01%
120
850
$3K ﹤0.01%
+150
32 33
34
35 36