OIA
Optimum Investment Advisors Portfolio holdings
AUM
$230M
This Quarter Return
+7.58%
1 Year Return
+21.67%
3 Year Return
+92.07%
5 Year Return
+152.73%
10 Year Return
+314.13%
AUM
$321M
AUM Growth
-$21.1M
(-6.2%)
Cap. Flow
-$44.9M
Cap. Flow
% of AUM
-14.01%
Top 10 Holdings %
Top 10 Hldgs %
25.68%
Holding
996
New
70
Increased
138
Reduced
245
Closed
71
Top Buys
| 1 |
VanEck Intermediate Muni ETF
ITM
|
$612K |
| 2 |
Arbor Realty Trust
ABR
|
$351K |
| 3 |
CPZ
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
|
$239K |
| 4 |
DSL
DoubleLine Income Solutions Fund
DSL
|
$236K |
| 5 |
Zebra Technologies
ZBRA
|
$188K |
Top Sells
| 1 |
Apple
AAPL
|
$4.33M |
| 2 |
Adobe
ADBE
|
$2.84M |
| 3 |
Microsoft
MSFT
|
$1.9M |
| 4 |
Amazon
AMZN
|
$1.62M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.29M |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Financials | 10.83% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 8.57% |
| 5 | Industrials | 6.85% |
