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
$191M
AUM Growth
+$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$328K
2
+$280K
3
+$204K
4
TSLA icon
Tesla
TSLA
+$200K
5
SQM icon
Sociedad Química y Minera de Chile
SQM
+$195K

Top Sells

1
+$933K
2
+$283K
3
+$268K
4
BBVA icon
Banco Bilbao Vizcaya Argentaria
BBVA
+$256K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$253K

Sector Composition

1 Technology 21.22%
2 Healthcare 10.21%
3 Financials 8.12%
4 Industrials 8.05%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$600K 0.31%
2,670
77
$597K 0.31%
13,370
-485
78
$590K 0.31%
14,458
-2,686
79
$590K 0.31%
4,224
+50
80
$586K 0.31%
5,286
-550
81
$584K 0.31%
9,050
82
$583K 0.31%
3,687
83
$564K 0.3%
5,400
84
$563K 0.3%
13,945
+200
85
$562K 0.29%
2,852
86
$552K 0.29%
11,750
87
$552K 0.29%
2,599
-55
88
$545K 0.29%
7,836
89
$543K 0.28%
2,221
-850
90
$525K 0.28%
1,780
-15
91
$519K 0.27%
2,672
-150
92
$518K 0.27%
7,240
+200
93
$513K 0.27%
1,441
-2
94
$504K 0.26%
9,500
-10
95
$496K 0.26%
1,544
-55
96
$489K 0.26%
7,125
+4,775
97
$487K 0.26%
5,915
+100
98
$485K 0.25%
4,500
99
$471K 0.25%
30,512
+1,309
100
$465K 0.24%
4,755
-300
2 3
4
5 6