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
376
$39.5K 0.02%
500
-100
377
$39.5K 0.02%
605
378
$38.4K 0.02%
400
379
$38.3K 0.02%
518
-650
380
$36.1K 0.02%
139
381
$36.1K 0.02%
500
382
$35.1K 0.02%
6,000
383
$34.9K 0.02%
17
+15
384
$34.3K 0.01%
400
-250
385
$34.2K 0.01%
2,200
-23,400
386
$34.1K 0.01%
662
387
$33.8K 0.01%
100
388
$33.5K 0.01%
400
389
$33.3K 0.01%
820
390
$33.1K 0.01%
265
391
$32.6K 0.01%
563
392
$32.3K 0.01%
217
393
$31.8K 0.01%
380
394
$31.7K 0.01%
190
+150
395
$31.7K 0.01%
115
396
$31.3K 0.01%
295
-50
397
$29.9K 0.01%
200
398
$29.6K 0.01%
2,150
-1,000
399
$29.6K 0.01%
1,560
400
$29.5K 0.01%
1,600
+400
14 15
16
17 18