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
$231M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$599K
2
+$549K
3
+$249K
4
SMCI icon
Super Micro Computer
SMCI
+$233K
5
BWLP icon
BW LPG
BWLP
+$232K

Top Sells

1
+$800K
2
+$407K
3
+$385K
4
ABR icon
Arbor Realty Trust
ABR
+$364K
5
NVO icon
Novo Nordisk
NVO
+$253K

Sector Composition

1 Technology 26.93%
2 Industrials 8.62%
3 Healthcare 8.08%
4 Financials 8.05%
5 Communication Services 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$146K 0.06%
2,050
227
$146K 0.06%
900
228
$145K 0.06%
+1,400
229
$142K 0.06%
938
230
$142K 0.06%
+6,687
231
$141K 0.06%
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-17
232
$141K 0.06%
2,233
233
$141K 0.06%
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234
$140K 0.06%
700
235
$138K 0.06%
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236
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3,100
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237
$137K 0.06%
500
238
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239
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241
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242
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950
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243
$123K 0.05%
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244
$122K 0.05%
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245
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246
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247
$118K 0.05%
275
248
$117K 0.05%
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249
$116K 0.05%
355
250
$116K 0.05%
5,061
-337
8 9
10
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