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
401
$29.4K 0.01%
100
402
$29.3K 0.01%
1,001
403
$29.2K 0.01%
400
404
$28.7K 0.01%
600
405
$28.3K 0.01%
1,314
406
$28.2K 0.01%
1,000
407
$28.2K 0.01%
560
408
$28.1K 0.01%
950
409
$28.1K 0.01%
1,600
-1,900
410
$27.3K 0.01%
200
-500
411
$27.3K 0.01%
44
412
$27.3K 0.01%
1,306
413
$27.2K 0.01%
212
-700
414
$26.8K 0.01%
512
+300
415
$26.2K 0.01%
290
+1
416
$26K 0.01%
250
417
$25.6K 0.01%
3,000
418
$25.6K 0.01%
500
+200
419
$25.3K 0.01%
698
420
$25.3K 0.01%
200
421
$25.3K 0.01%
425
422
$25.2K 0.01%
622
423
$25.2K 0.01%
200
-400
424
$25.1K 0.01%
54
425
$25.1K 0.01%
1,350
15 16
17
18 19