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
326
$55.2K 0.02%
500
327
$55K 0.02%
325
328
$54.4K 0.02%
130
329
$54.1K 0.02%
480
330
$54K 0.02%
600
+400
331
$53.7K 0.02%
2,550
-39
332
$53.5K 0.02%
6,552
333
$53.4K 0.02%
400
334
$53.2K 0.02%
600
335
$53.2K 0.02%
3,000
336
$52.5K 0.02%
1,931
337
$52.2K 0.02%
2,215
338
$51.6K 0.02%
530
339
$51.3K 0.02%
4,450
-500
340
$51.2K 0.02%
335
341
$49.9K 0.02%
1,115
342
$49.1K 0.02%
1,500
343
$48.7K 0.02%
250
344
$48.5K 0.02%
300
345
$48.2K 0.02%
190
346
$48.2K 0.02%
1,000
347
$46.9K 0.02%
688
348
$46.6K 0.02%
522
349
$46.3K 0.02%
207
350
$46.1K 0.02%
500
12 13
14
15 16