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
276
$99.5K 0.04%
2,500
277
$99.3K 0.04%
+625
278
$96.8K 0.04%
9,169
279
$96.6K 0.04%
300
280
$94.9K 0.04%
1,594
+300
281
$93.9K 0.04%
1,900
282
$93.7K 0.04%
1,853
283
$93.2K 0.04%
600
284
$91.5K 0.04%
2,610
285
$89.3K 0.04%
5,700
286
$89.1K 0.04%
750
287
$88.8K 0.04%
1,130
288
$88.7K 0.04%
450
289
$88.1K 0.04%
2,100
290
$87.6K 0.04%
6,686
-750
291
$87.5K 0.04%
105
-70
292
$87.3K 0.04%
1,134
293
$86.9K 0.04%
2,600
294
$85.5K 0.04%
950
295
$83.8K 0.04%
1,350
-1,300
296
$83.8K 0.04%
2,253
297
$83.5K 0.04%
1,000
298
$83.2K 0.04%
361
299
$81.7K 0.04%
675
-450
300
$81.3K 0.04%
1,800
10 11
12
13 14