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
401
$26.6K 0.01%
500
402
$26.4K 0.01%
1,306
403
$26.1K 0.01%
50
404
$25.9K 0.01%
1,560
405
$25.5K 0.01%
100
406
$25.1K 0.01%
54
407
$25K 0.01%
295
408
$24.4K 0.01%
876
409
$24.2K 0.01%
2,000
-150
410
$23.9K 0.01%
876
+6
411
$23.7K 0.01%
+150
412
$23.7K 0.01%
6,000
413
$23.4K 0.01%
622
414
$23.4K 0.01%
1,000
415
$23K 0.01%
425
416
$22.8K 0.01%
200
417
$22.7K 0.01%
250
418
$22.6K 0.01%
750
419
$22.5K 0.01%
600
420
$22.3K 0.01%
450
421
$22.2K 0.01%
698
422
$22.2K 0.01%
100
423
$21.7K 0.01%
1,350
424
$21.2K 0.01%
200
425
$21.1K 0.01%
200