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
126
$356K 0.19%
31,000
+11,700
127
$353K 0.19%
3,695
-460
128
$347K 0.18%
3,700
129
$344K 0.18%
3,400
-773
130
$338K 0.18%
6,760
131
$337K 0.18%
16,207
-12,900
132
$337K 0.18%
13,500
-800
133
$335K 0.18%
9,918
134
$327K 0.17%
947
+171
135
$324K 0.17%
4,000
+2,400
136
$324K 0.17%
17,000
-3,500
137
$324K 0.17%
4,358
-367
138
$323K 0.17%
1,691
139
$315K 0.17%
1,000
140
$307K 0.16%
670
141
$301K 0.16%
4,150
-425
142
$299K 0.16%
3,400
-1,200
143
$298K 0.16%
3,598
+893
144
$284K 0.15%
2,405
145
$279K 0.15%
7,365
-1,000
146
$270K 0.14%
1,050
147
$264K 0.14%
925
148
$263K 0.14%
1,250
+150
149
$261K 0.14%
14,299
150
$261K 0.14%
1,699
-325
4 5
6
7 8