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
351
$46.1K 0.02%
600
352
$45.4K 0.02%
1,147
+1,128
353
$45K 0.02%
1,882
354
$44.6K 0.02%
500
355
$44.5K 0.02%
3,250
356
$44.2K 0.02%
400
357
$43.7K 0.02%
1,202
358
$43.3K 0.02%
447
359
$42.7K 0.02%
+800
360
$42.5K 0.02%
972
+7
361
$42.1K 0.02%
500
362
$41.6K 0.02%
200
363
$41.4K 0.02%
196
364
$40.5K 0.02%
796
-1,500
365
$40.3K 0.02%
529
366
$40.2K 0.02%
1,810
+100
367
$38.7K 0.02%
1,600
368
$37.5K 0.02%
500
369
$37.3K 0.02%
929
370
$36.4K 0.02%
1,000
371
$36K 0.02%
500
372
$35.7K 0.02%
400
373
$35.4K 0.02%
139
374
$35K 0.02%
300
375
$34.8K 0.02%
820
13 14
15
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