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
351
$52.1K 0.02%
500
352
$51.3K 0.02%
1,500
353
$50.8K 0.02%
1,000
354
$50.8K 0.02%
929
-1,149
355
$50.3K 0.02%
300
356
$48.2K 0.02%
500
357
$48.1K 0.02%
447
358
$48K 0.02%
200
359
$47.7K 0.02%
1,968
-5,600
360
$47.1K 0.02%
529
-149
361
$47.1K 0.02%
1,000
-400
362
$46.6K 0.02%
522
363
$46.3K 0.02%
190
364
$45.3K 0.02%
3,250
365
$45.1K 0.02%
300
366
$44.6K 0.02%
250
367
$44K 0.02%
1,202
368
$43.5K 0.02%
400
-600
369
$43.1K 0.02%
600
370
$42.8K 0.02%
196
371
$41.7K 0.02%
1,000
372
$41.2K 0.02%
965
+7
373
$40.9K 0.02%
1,710
+100
374
$40.7K 0.02%
500
375
$40.5K 0.02%
1,882
13 14
15
16 17