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
301
$80.2K 0.03%
521
302
$79.8K 0.03%
205
303
$79.5K 0.03%
1,227
-300
304
$79.1K 0.03%
1,700
305
$78K 0.03%
150
306
$75.9K 0.03%
1,500
307
$75.8K 0.03%
1,500
-161
308
$75.4K 0.03%
900
-100
309
$73.4K 0.03%
26,996
310
$72.8K 0.03%
251
-30
311
$71.6K 0.03%
1,000
312
$71.5K 0.03%
1,671
313
$71.1K 0.03%
2,578
314
$70.4K 0.03%
8,528
-391
315
$69.2K 0.03%
250
316
$69.2K 0.03%
700
317
$68.4K 0.03%
275
318
$68.2K 0.03%
516
319
$67.7K 0.03%
792
320
$67.7K 0.03%
300
321
$67.3K 0.03%
326
322
$65.6K 0.03%
506
-100
323
$65.5K 0.03%
2,200
324
$64.9K 0.03%
335
325
$63.8K 0.03%
850
11 12
13
14 15