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
301
$85.5K 0.04%
2,004
302
$85.3K 0.04%
1,156
+13
303
$84.3K 0.04%
600
304
$84.1K 0.04%
1,000
305
$83.7K 0.04%
950
306
$82.8K 0.04%
280
-80
307
$82.6K 0.04%
1,134
308
$81.6K 0.04%
280
309
$81.4K 0.04%
900
310
$81K 0.04%
1,000
311
$80.2K 0.04%
1,068
-13
312
$80.1K 0.04%
550
313
$79.9K 0.04%
838
314
$79.5K 0.04%
6,800
315
$78.7K 0.04%
1,903
-9
316
$78.1K 0.04%
1,298
317
$77.6K 0.04%
2,200
+1,000
318
$77.3K 0.04%
2,100
319
$76.3K 0.04%
1,050
320
$76.3K 0.04%
2,500
321
$75.8K 0.04%
2,650
322
$75.3K 0.04%
2,500
323
$74.7K 0.04%
1,442
-498
324
$73.7K 0.04%
5,314
-153
325
$73.4K 0.04%
500
11 12
13
14 15