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
$212M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$249K
3
+$205K
4
CPZ
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
+$149K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$145K

Top Sells

1
+$1.45M
2
+$1.2M
3
+$309K
4
FSLR icon
First Solar
FSLR
+$307K
5
UNH icon
UnitedHealth
UNH
+$266K

Sector Composition

1 Technology 25.07%
2 Financials 9.41%
3 Healthcare 7.75%
4 Industrials 7.65%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$183K 0.09%
3,673
177
$182K 0.09%
3,000
178
$181K 0.09%
5,670
179
$179K 0.08%
3,535
180
$177K 0.08%
7,568
+119
181
$177K 0.08%
23,400
+3,000
182
$176K 0.08%
2,500
183
$176K 0.08%
2,300
-150
184
$174K 0.08%
7,085
+500
185
$172K 0.08%
650
+150
186
$172K 0.08%
2,427
+27
187
$170K 0.08%
1,626
-450
188
$169K 0.08%
1,722
189
$167K 0.08%
2,792
190
$166K 0.08%
8,500
+2,500
191
$165K 0.08%
2,175
+249
192
$160K 0.08%
2,633
193
$157K 0.07%
1,640
+28
194
$155K 0.07%
7,500
195
$154K 0.07%
2,162
-650
196
$153K 0.07%
2,357
-2,550
197
$153K 0.07%
1,567
198
$152K 0.07%
651
-50
199
$152K 0.07%
295
200
$146K 0.07%
2,425
6 7
8
9 10