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
276
$85.2K 0.04%
1,500
277
$84.8K 0.04%
322
-900
278
$84.8K 0.04%
2,500
279
$83K 0.04%
2,610
280
$82.9K 0.04%
5,700
281
$81.5K 0.04%
2,100
282
$81.4K 0.04%
6,686
283
$80.6K 0.04%
2,200
284
$80K 0.04%
675
285
$78.8K 0.03%
750
286
$78.1K 0.03%
2,050
287
$77.8K 0.03%
361
288
$76.9K 0.03%
251
289
$76.7K 0.03%
275
290
$76.1K 0.03%
1,000
291
$75.9K 0.03%
950
292
$75.9K 0.03%
+1,430
293
$75.6K 0.03%
+8,000
294
$75.6K 0.03%
1,076
295
$75.5K 0.03%
6,010
-5,417
296
$74.8K 0.03%
1,700
297
$73.2K 0.03%
250
298
$72.8K 0.03%
105
299
$72.7K 0.03%
900
300
$72.5K 0.03%
1,671
10 11
12
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