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
$227M
AUM Growth
-$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$309K
2
+$270K
3
+$230K
4
TSLA icon
Tesla
TSLA
+$203K
5
D icon
Dominion Energy
D
+$169K

Top Sells

1
+$887K
2
+$548K
3
+$543K
4
SMCI icon
Super Micro Computer
SMCI
+$434K
5
NVO icon
Novo Nordisk
NVO
+$409K

Sector Composition

1 Technology 28.55%
2 Financials 8.17%
3 Industrials 7.88%
4 Healthcare 7.09%
5 Communication Services 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$127K 0.06%
2,004
227
$127K 0.06%
3,400
-400
228
$124K 0.05%
1,637
229
$124K 0.05%
1,583
230
$119K 0.05%
355
231
$117K 0.05%
1,548
-251
232
$117K 0.05%
625
233
$117K 0.05%
6,000
234
$116K 0.05%
500
235
$116K 0.05%
950
236
$115K 0.05%
+1,680
237
$114K 0.05%
736
+111
238
$114K 0.05%
20,400
239
$111K 0.05%
1,500
240
$109K 0.05%
377
241
$108K 0.05%
825
-75
242
$108K 0.05%
280
243
$107K 0.05%
260
244
$107K 0.05%
8,825
-75
245
$106K 0.05%
1,000
246
$105K 0.05%
750
247
$105K 0.05%
425
248
$104K 0.05%
850
249
$103K 0.05%
300
250
$102K 0.05%
1,980
-1,300
8 9
10
11 12