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
101
$462K 0.24%
6,000
-1,610
102
$453K 0.24%
3,691
-200
103
$453K 0.24%
5,200
104
$451K 0.24%
170
-5
105
$447K 0.23%
2,192
106
$446K 0.23%
3,456
+94
107
$444K 0.23%
3,961
-130
108
$431K 0.23%
2,604
-110
109
$430K 0.23%
3,100
110
$424K 0.22%
1,754
-175
111
$419K 0.22%
5,995
+861
112
$418K 0.22%
3,700
+325
113
$414K 0.22%
36,427
114
$405K 0.21%
14,164
-1,800
115
$404K 0.21%
1,772
-207
116
$400K 0.21%
2,400
+375
117
$390K 0.2%
3,535
-6
118
$386K 0.2%
8,555
-42
119
$385K 0.2%
4,500
120
$371K 0.19%
2,540
+965
121
$369K 0.19%
3,650
-200
122
$369K 0.19%
2,380
-30
123
$366K 0.19%
8,956
+4
124
$362K 0.19%
3,650
125
$361K 0.19%
2,757
+162
3 4
5
6 7