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
301
$72.3K 0.03%
930
-200
302
$72.2K 0.03%
1,500
-6,355
303
$71.7K 0.03%
521
304
$69.8K 0.03%
300
305
$68.8K 0.03%
3,000
-3,700
306
$68.6K 0.03%
3,500
307
$68.1K 0.03%
150
-125
308
$67.8K 0.03%
1,968
309
$67K 0.03%
506
310
$66.7K 0.03%
516
311
$64.1K 0.03%
556
+75
312
$63K 0.03%
700
313
$62.3K 0.03%
1,068
314
$61.8K 0.03%
900
-50
315
$61.4K 0.03%
1,200
316
$61.1K 0.03%
326
317
$61.1K 0.03%
850
318
$60.5K 0.03%
1,000
319
$58.4K 0.03%
4,000
-5,000
320
$58.1K 0.03%
550
321
$57.9K 0.03%
+200
322
$57.3K 0.03%
792
323
$56.5K 0.02%
1,000
324
$56.2K 0.02%
1,150
-200
325
$55.3K 0.02%
150
11 12
13
14 15