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
201
$170K 0.09%
800
202
$169K 0.09%
6,000
+500
203
$168K 0.09%
425
+200
204
$166K 0.09%
1,450
205
$164K 0.09%
840
206
$162K 0.08%
5,670
207
$161K 0.08%
1,110
208
$158K 0.08%
1,629
209
$157K 0.08%
1,500
210
$155K 0.08%
450
-3
211
$150K 0.08%
450
-20
212
$150K 0.08%
53,991
213
$148K 0.08%
11,726
-999
214
$145K 0.08%
1,650
215
$145K 0.08%
1,950
216
$143K 0.08%
950
217
$141K 0.07%
3,000
-2,000
218
$140K 0.07%
1,225
-525
219
$138K 0.07%
23,800
-2,000
220
$138K 0.07%
3,993
-760
221
$138K 0.07%
2,050
222
$137K 0.07%
801
+1
223
$136K 0.07%
1,240
224
$136K 0.07%
3,000
225
$136K 0.07%
1,800
+183
7 8
9
10 11