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
851
$3K ﹤0.01%
+33
852
$3K ﹤0.01%
17
853
$3K ﹤0.01%
11
854
$3K ﹤0.01%
66
855
$3K ﹤0.01%
+250
856
$3K ﹤0.01%
100
857
$2K ﹤0.01%
50
858
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12
859
$2K ﹤0.01%
50
-10
860
$2K ﹤0.01%
+100
861
$2K ﹤0.01%
52
862
$2K ﹤0.01%
39
-1,587
863
$2K ﹤0.01%
+12
864
$2K ﹤0.01%
55
865
$2K ﹤0.01%
25
866
$2K ﹤0.01%
50
867
$2K ﹤0.01%
100
868
$2K ﹤0.01%
240
869
$2K ﹤0.01%
50
870
$2K ﹤0.01%
+70
871
$2K ﹤0.01%
26
872
$2K ﹤0.01%
25
+1
873
$2K ﹤0.01%
75
874
$2K ﹤0.01%
100
875
$1K ﹤0.01%
+7
33 34
35
36 37