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
$218M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$524K
3
+$327K
4
CCI icon
Crown Castle
CCI
+$279K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$221K

Top Sells

1
+$441K
2
+$388K
3
+$275K
4
FLNG icon
FLEX LNG
FLNG
+$267K
5
CSCO icon
Cisco
CSCO
+$158K

Sector Composition

1 Technology 25.32%
2 Healthcare 8.92%
3 Industrials 8.47%
4 Financials 8.4%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$477K 0.22%
10,250
102
$476K 0.22%
855
+185
103
$474K 0.22%
781
-75
104
$474K 0.22%
9,050
105
$453K 0.21%
125
106
$451K 0.21%
3,975
107
$424K 0.19%
1,050
108
$423K 0.19%
3,883
+2,028
109
$420K 0.19%
3,200
110
$419K 0.19%
31,600
-1,000
111
$414K 0.19%
2,296
+50
112
$411K 0.19%
6,760
113
$403K 0.19%
2,939
-129
114
$403K 0.19%
327
115
$398K 0.18%
2,380
116
$397K 0.18%
5,400
-482
117
$390K 0.18%
6,907
-1,000
118
$387K 0.18%
2,184
119
$381K 0.18%
9,918
120
$381K 0.18%
18,299
121
$380K 0.17%
4,030
+87
122
$378K 0.17%
8,676
+333
123
$378K 0.17%
3,282
+22
124
$368K 0.17%
2,170
+1,060
125
$367K 0.17%
2,700
3 4
5
6 7