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
$204M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$292K
2
+$241K
3
+$235K
4
PWR icon
Quanta Services
PWR
+$233K
5
UNP icon
Union Pacific
UNP
+$205K

Top Sells

1
+$327K
2
+$255K
3
+$214K
4
NVDA icon
NVIDIA
NVDA
+$200K
5
CNRG icon
State Street SPDR S&P Kensho Clean Power ETF
CNRG
+$148K

Sector Composition

1 Technology 23.36%
2 Healthcare 9.57%
3 Industrials 8.35%
4 Financials 8.06%
5 Consumer Discretionary 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$115K 0.06%
9,831
252
$114K 0.06%
826
-100
253
$114K 0.06%
2,850
-100
254
$114K 0.06%
3,993
255
$114K 0.06%
1,314
+26
256
$113K 0.06%
535
-100
257
$111K 0.05%
3,400
258
$110K 0.05%
2,300
259
$109K 0.05%
2,700
260
$109K 0.05%
600
261
$109K 0.05%
1,298
-42
262
$108K 0.05%
1,600
263
$107K 0.05%
1,432
+62
264
$105K 0.05%
1,562
-68
265
$105K 0.05%
258
+5
266
$104K 0.05%
8,000
267
$103K 0.05%
7,190
-350
268
$103K 0.05%
3,395
-254
269
$102K 0.05%
938
270
$101K 0.05%
775
271
$100K 0.05%
351
272
$99.2K 0.05%
1,125
273
$98.8K 0.05%
1,000
274
$98.5K 0.05%
400
275
$97.9K 0.05%
891
+300
9 10
11
12 13