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
376
$34.5K 0.02%
100
377
$34.3K 0.02%
1,691
-3,370
378
$34.1K 0.02%
400
379
$34K 0.02%
115
380
$33.3K 0.01%
380
381
$33K 0.01%
518
382
$31.9K 0.01%
950
383
$31.9K 0.01%
265
384
$31.3K 0.01%
300
-100
385
$31.2K 0.01%
190
386
$30.5K 0.01%
2,200
387
$29.8K 0.01%
290
388
$29.4K 0.01%
512
389
$29.3K 0.01%
500
390
$29.2K 0.01%
1,500
391
$28.9K 0.01%
17
392
$28.2K 0.01%
5,500
+3,000
393
$28K 0.01%
1,600
394
$27.7K 0.01%
400
395
$27.7K 0.01%
44
396
$27.5K 0.01%
560
397
$27.2K 0.01%
1,001
398
$26.9K 0.01%
3,000
399
$26.7K 0.01%
212
400
$26.6K 0.01%
95
+65
14 15
16
17 18