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
276
$97.2K 0.05%
2,257
+1
277
$95.3K 0.05%
2,610
278
$94.9K 0.05%
1,520
279
$94.9K 0.05%
940
280
$93.4K 0.05%
1,065
281
$93.3K 0.05%
1,665
282
$92.6K 0.05%
500
-25
283
$92.5K 0.05%
1,110
284
$92.3K 0.05%
625
285
$90.3K 0.04%
355
286
$90.3K 0.04%
1,200
287
$89.6K 0.04%
1,168
288
$89.4K 0.04%
1,678
289
$89.2K 0.04%
400
+200
290
$89.1K 0.04%
5,300
291
$88.8K 0.04%
1,100
292
$88.6K 0.04%
1,000
293
$88.4K 0.04%
1,214
+1
294
$87.6K 0.04%
575
295
$87.5K 0.04%
2,000
296
$87.3K 0.04%
900
297
$86.9K 0.04%
1,100
298
$86.7K 0.04%
1,212
299
$86.5K 0.04%
1,526
+301
300
$86.2K 0.04%
600
10 11
12
13 14