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
251
$101K 0.04%
1,200
252
$100K 0.04%
1,000
253
$100K 0.04%
2,667
254
$98.5K 0.04%
3,300
255
$96.4K 0.04%
1,908
256
$96.1K 0.04%
1,800
257
$95.5K 0.04%
838
258
$95.3K 0.04%
775
259
$93.8K 0.04%
450
260
$93.3K 0.04%
1,499
261
$92.5K 0.04%
1,900
262
$91.7K 0.04%
1,594
263
$91K 0.04%
266
+66
264
$90.8K 0.04%
1,227
265
$90.8K 0.04%
9,169
266
$90.5K 0.04%
600
267
$89.9K 0.04%
2,253
268
$89.5K 0.04%
1,853
269
$89.3K 0.04%
2,930
-14,250
270
$89.2K 0.04%
205
271
$88.4K 0.04%
400
272
$87.5K 0.04%
810
+205
273
$85.9K 0.04%
450
274
$85.8K 0.04%
8,113
-415
275
$85.5K 0.04%
1,800
9 10
11
12 13