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
251
$115K 0.05%
425
-150
252
$115K 0.05%
8,900
-5,000
253
$114K 0.05%
450
254
$114K 0.05%
1,800
-200
255
$114K 0.05%
1,908
256
$113K 0.05%
2,296
257
$112K 0.05%
377
258
$112K 0.05%
900
-100
259
$111K 0.05%
2,667
260
$110K 0.05%
500
261
$110K 0.05%
838
262
$108K 0.05%
1,499
263
$107K 0.05%
950
264
$107K 0.05%
1,200
265
$106K 0.05%
1,000
266
$105K 0.05%
775
267
$104K 0.05%
850
268
$104K 0.04%
280
269
$103K 0.04%
400
270
$102K 0.04%
2,050
271
$101K 0.04%
1,500
+1,200
272
$101K 0.04%
1,000
273
$101K 0.04%
750
-700
274
$100K 0.04%
+1,300
275
$99.9K 0.04%
3,300
9 10
11
12 13