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
$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 10.84%
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
876
$1K ﹤0.01%
20
877
$1K ﹤0.01%
20
878
$1K ﹤0.01%
26
879
$1K ﹤0.01%
+9
880
$1K ﹤0.01%
50
881
$1K ﹤0.01%
27
882
$1K ﹤0.01%
20
883
$1K ﹤0.01%
10
+2
884
$1K ﹤0.01%
8
885
$1K ﹤0.01%
50
886
$1K ﹤0.01%
62
887
$1K ﹤0.01%
+100
888
$1K ﹤0.01%
35
889
$1K ﹤0.01%
+13
890
$1K ﹤0.01%
12
891
$1K ﹤0.01%
+100
892
$1K ﹤0.01%
16
+12
893
$1K ﹤0.01%
+50
894
$1K ﹤0.01%
100
895
$1K ﹤0.01%
34
896
$1K ﹤0.01%
52
897
$1K ﹤0.01%
68
898
– –
0
899
$0 ﹤0.01%
3
900
– –
-2,684
34 35
36
37 38