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
351
$59K 0.03%
+2,300
352
$58.8K 0.03%
125
+100
353
$58.7K 0.03%
326
354
$58.6K 0.03%
3,000
355
$58.4K 0.03%
500
356
$58.2K 0.03%
700
357
$58K 0.03%
1,200
358
$56.8K 0.03%
1,000
-700
359
$55K 0.03%
1,730
360
$54.9K 0.03%
250
361
$54.5K 0.03%
1,276
362
$54.1K 0.03%
1,000
363
$53.8K 0.03%
200
364
$53.4K 0.03%
1,500
365
$53.4K 0.03%
1,217
366
$53.3K 0.03%
1,593
-1,000
367
$52.9K 0.03%
1,485
368
$51.8K 0.03%
1,200
369
$50.6K 0.02%
683
+1
370
$50.5K 0.02%
275
-7
371
$49.3K 0.02%
700
372
$48.8K 0.02%
500
373
$48.4K 0.02%
128
+100
374
$48.4K 0.02%
678
375
$47.9K 0.02%
573
-75
13 14
15
16 17