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
401
$39.2K 0.02%
1,000
402
$39.1K 0.02%
231
403
$38.6K 0.02%
1,200
404
$38.1K 0.02%
650
405
$38.1K 0.02%
196
406
$36.8K 0.02%
1,100
407
$36.1K 0.02%
275
408
$35.4K 0.02%
2,000
409
$35.4K 0.02%
418
-1,747
410
$35K 0.02%
1,055
-900
411
$34.6K 0.02%
950
412
$34.4K 0.02%
+100
413
$34.3K 0.02%
536
-100
414
$33.8K 0.02%
165
415
$33.7K 0.02%
800
+300
416
$32.4K 0.02%
400
417
$32.4K 0.02%
1,100
418
$32.4K 0.02%
+1,000
419
$32.2K 0.02%
225
420
$32.1K 0.02%
155
421
$31.7K 0.02%
1,032
+9
422
$31.6K 0.02%
578
-185
423
$31.4K 0.02%
350
424
$31.2K 0.02%
450
-250
425
$31.2K 0.02%
118
-20
15 16
17
18 19