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
376
$47.9K 0.02%
3,000
377
$47.5K 0.02%
1,000
378
$47.4K 0.02%
600
379
$47.1K 0.02%
1,000
380
$46.4K 0.02%
2,300
-400
381
$46.2K 0.02%
1,000
382
$44.9K 0.02%
600
383
$44.8K 0.02%
+2,000
384
$44.5K 0.02%
2,215
385
$44.5K 0.02%
3,500
386
$43.8K 0.02%
320
387
$43.5K 0.02%
750
388
$43.3K 0.02%
2,218
+4
389
$42.6K 0.02%
447
390
$42.6K 0.02%
320
391
$42.5K 0.02%
1,000
392
$42.4K 0.02%
400
393
$42.2K 0.02%
1,293
394
$41.9K 0.02%
700
+500
395
$41.5K 0.02%
+300
396
$41.4K 0.02%
500
397
$41K 0.02%
5,200
398
$40.4K 0.02%
3,250
399
$39.6K 0.02%
1,000
400
$39.5K 0.02%
522
14 15
16
17 18