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
326
$73.3K 0.04%
907
+2
327
$72.5K 0.04%
450
328
$71.9K 0.04%
1,130
329
$70.7K 0.03%
4,950
-1,000
330
$70.6K 0.03%
300
331
$69.4K 0.03%
400
332
$69.3K 0.03%
950
333
$69.2K 0.03%
521
334
$68.4K 0.03%
2,578
335
$66.6K 0.03%
150
336
$65.4K 0.03%
600
-300
337
$64.7K 0.03%
2,200
338
$64K 0.03%
792
339
$63.7K 0.03%
1,931
340
$63.7K 0.03%
600
341
$63.6K 0.03%
2,253
342
$63.3K 0.03%
2,000
343
$63.1K 0.03%
1,800
344
$63K 0.03%
7,952
345
$62.6K 0.03%
306
346
$61.9K 0.03%
1,500
347
$61.2K 0.03%
720
348
$61K 0.03%
1,690
349
$60.3K 0.03%
1,068
350
$59.5K 0.03%
606
+2
12 13
14
15 16