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
326
$63.4K 0.03%
1,200
327
$63.2K 0.03%
1,068
328
$63K 0.03%
480
329
$62K 0.03%
130
330
$61.8K 0.03%
688
331
$61K 0.03%
4,950
+300
332
$61K 0.03%
530
333
$60.8K 0.03%
1,076
-200
334
$60.4K 0.03%
904
-480
335
$60K 0.03%
2,589
+86
336
$59.4K 0.03%
550
337
$58.7K 0.03%
1,500
338
$57.6K 0.02%
2,215
339
$57.1K 0.02%
3,000
340
$57.1K 0.02%
600
341
$57.1K 0.02%
6,552
342
$57K 0.02%
481
343
$56.7K 0.02%
325
+152
344
$56.3K 0.02%
+1,000
345
$56.2K 0.02%
3,500
346
$56.1K 0.02%
1,931
347
$56.1K 0.02%
+200
348
$53.8K 0.02%
207
349
$53.6K 0.02%
1,115
350
$53.5K 0.02%
400