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
176
$203K 0.11%
4,750
-900
177
$202K 0.11%
2,300
-8
178
$199K 0.1%
6,711
-5,589
179
$198K 0.1%
1,884
180
$197K 0.1%
1,050
181
$196K 0.1%
2,325
182
$193K 0.1%
3,050
+1,850
183
$193K 0.1%
8,232
+232
184
$190K 0.1%
3,000
185
$188K 0.1%
2,165
-964
186
$187K 0.1%
12,391
-581
187
$186K 0.1%
3,200
-700
188
$184K 0.1%
1,850
-2,200
189
$183K 0.1%
1,668
+26
190
$181K 0.09%
1,846
191
$180K 0.09%
4,757
-34
192
$180K 0.09%
7,316
+6,001
193
$179K 0.09%
1,800
+100
194
$178K 0.09%
6,692
195
$178K 0.09%
3,715
-265
196
$178K 0.09%
3,220
197
$177K 0.09%
6,000
-1,000
198
$176K 0.09%
611
199
$175K 0.09%
14,000
+4,000
200
$173K 0.09%
+9,600
6 7
8
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